Our Approach
As a ‘manager of managers’, we work with investment managers to deliver tailored investment solutions that meet individual, specific needs.
Our investment approach is to:
- implement investment strategies by engaging professional investment managers to manage each asset class.
- work with our clients to develop an optimal investment strategy. This is the foundation of successful long-term investment performance and risk management;
- develop active strategies for each asset class, consistent with agreed risk and return objectives; and
Our Capabilities
Funds SA has developed a suite of Tax-Exempt and Taxable investment options, including tailored strategies for select clients.
The investment options are distinguished by different investment objectives and designed to help clients with their investment decisions. The objectives have been developed having regard to the long-term performance and characteristics of financial markets.
Responsible Investment
We integrate ESG considerations into investment decisions and undertake stewardship activities to support long-term outcomes.
Funds SA defines responsible investment as a financial outcomes focused approach that complements traditional investment analysis through Environmental, Social and Governance (ESG) integration and stewardship.
