GLACIER RESEARCH NAVIGATE INPUT & OFFSHORE PROPOSITION
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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 [email protected] | 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.
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