GLACIER RESEARCH - Investment Management Solutions

GLACIER RESEARCH

N AV I G AT E I N P U T & O F F S H O R E P R O P O S I T I O N

VALUE PROPOSITION

Publications

Telephonic, email and face-to-face support

Regional visits and presentations

Robust fund research

Independent, objective & investment information

Client services and Distribution support

O U R R E S E A RC H P H I L OS O P HY

We emphasise valuable enhancing qualitative investment research insights

We apply a conservative approach to portfolio construction because we are very cognisant of client outcomes, volatility and drawdowns.

Our solutions are designed to deliver consistent performance through investment cycles

We blend different investment approaches across the risk return spectrum allowing for greater certainty in outcomes.

GLACIER RESEARCH AND CONSULTING

FRANCIS MARAIS, CFAB.Com (Hons)

Financial Analysis

LIESL-MARI DE JAGER

B.A. Hons (Ind Psych) Cum Laude, MBA

(Cum Laude)

NOMFUNDO NTOYANTO

BCom (Hons) Finance and Investments,

Passed CFA Level I

SALEH JAMODIEN

B.Com (Business Science), CFA Level II Candidate,

Passed FRM Level I

DARREN BURNS, CFA

B.Com (Hons ) Financial Analysis and Portfolio

Management

PATRICK MATHABENIB.Com (Hons)

Financial Management, CFA level 2 candidate

SANUSHA GOPAUL

B.Com Risk Management Certificate

in Compliance Management

MANSOOR NARKER

BCom (Hons) Finance and

Investments, CFA Level III Candidtae

CINDY MATHEWS-DE

VRIESM.Sc

Computational Finance, AIMMP

DEAN DE NYSSCHEN, CFAB.Com Investment &

Financial Management

SHAWN PHILLIPS

B.Soc.Sci, B.Com(Hons) Financial

Analysis and Portfolio Management, Passed

CFA 1 exam

IMRAAN KHAN

B.Com (Finance and Economics),

B.Com (Hons) Finance and Investment

AISHA KRIELBCom (Hons)

Finance

GLACIER RESEARCHPROCESS FRAMEWORK

G L A C IE R R E S E A RC H P R O C E S S

Final Selection

Qualitative analysis

Quantitative analysis

Initial screening analysis

Final Selection

Qualitative analysis

Quantitative analysis

Initial screening analysis

RE V I E W

To identify funds that deliver consistent first and second quartile outperformance while protecting capital in adverse market condition

G L A C IE R R E S E A RC H P R O C E S S

T H E N E E D F O R F U N D R E S E A R C H I S G R O W I N G

MORE THAN

1 300 LOCAL FUNDS

MORE THAN

290 000 OFFSHORE FUNDS

IN IT IAL SCREENING Systems – Morningstar, INET, Money-Mate

INTERNAL SCREENING Proprietary Glacier Screens

Due Diligence Questionnaire

Due Diligence Meetings

Research reports & team view

QUAL ITATIVE

KEY QUAL ITATIVE FACTORS

Investment philosophy Investment process

Remuneration & incentive structures

Stable and healthy business

Focus on stewardship &long-term investment

Culture of co-investment

Passion, perspective, purpose

Investment team

1 2 3

4 5 6

7 8

FINAL SELECTION

Rigorous team-based

discussion

Position strategy within Navigate and

managed solutions

Add to orremove funds

from Navigate

FINAL RESULT: GLACIER INTERNATIONAL SHOPPING L IST

GLOBALCAUTI OUS

FUNDS

GLOBALMODERATE

FUNDS

GLOBA LE QUI TYFUNDS

Best in-class based on superior qualitative characteristics

Consistent outperformance and capital protection in market downturns

1

2

R E S E A R C H O U T P U T & F U T U R E T H I N K I N G

Baillie Gifford is 100% owned by current partners, all of whom are employed on a full-time basis. The firm employs 110 investment professionals across 19 teams.

Baillie Gifford’s philosophy can best be described as long-term, fundamental, bottom-up, with a strong growth focus.

The firm has great depth in capability, and an experienced and stable team.

Long-term track record of outperformance relative to the benchmark, and relative to other growth peers.

Dodge & Cox was founded in 1930, in San Francisco.

They are an independent, purely investment-focused

business managing six core strategies. This allows them to

focus solely on their area of expertise.

This manager will provide value exposure to a portfolio, and

we highlight that their funds have traditionally captured

exceptionally high upside relative to peers, when the value

factor outperforms.

Founded in 1998, with business headquarters located

in the Greenwich, Conneticut.

The founders of the business are Cliff Asness, Ph.D.,

David Kabiller, CFA, Robert Krail, Ph.D., and John

Liew, Ph.D.

AQR believe in the systematic implementation of

fundamental investing.

Like their Defensive Equity strategy in the current

environment

GS Global CORE Equity Portfolio

Long-term track record of outperformance relative to the

benchmark, and relative to other systematic/quant peers.

Experienced and stable team.

Incorporate alternative data-sets into the process, this is a

differentiator relative to peers.

Constant focus on innovation, and the ability to react quicker

to market inflection points, relative to peers

Nedgroup Investments Global Cautious.

We think they are a good fit for this cautious mandate.

Experienced and stable team.

Value and quality philosophy.

Return profile is stable.

We are interested in their Sustainable Investing range.

The team has a solid track record of applying this

approach – since early 2000’s.

Returns have been good, even during this covid-19 sell-

off. (As a result of their process: healthcare, technology

and no exposure to energy etc.)

T HANK YOU

THIS PRESENTATION IS INTENDED FOR USE BY FINANCIAL INTERMEDIARIES ONLY.

The information in this presentation is provided for information purposes only and should not be construed as the rendering of advice to clients.

Although we have taken reasonable steps to ensure the accuracy of the information, neither Sanlam nor any of its subsidiaries accept any liability whatsoever for any direct, indirect or consequential loss arising from the use of, or reliance in any manner on the information provided in this document.

Glacier Financial Solutions (Pty) Ltd. | A member of the Sanlam Group | Private Bag X5 | Tyger Valley 7536 | Email client.services@glacier.co.za | Tel +27 21 917 9002 / 0860 452 364 | Fax +27 21 947 9210 | Web www.glacier.co.za | Twitter @GlacierBySanlam | Reg No1999/025360/07 | Licensed Discretionary Financial Services Provider. FSP 770 trading as Glacier Invest.