• Alexander Forbes Press Release

Alexander Forbes Investments strengthens team and enhances its “Smart Tracker” capability


Alexander Forbes Investments has secured a highly skilled team comprising six investment professionals to enhance its “Smart Tracker” capability. The team will strengthen our capabilities to deliver on our outcome-based investment approach under the Living*Investing™ philosophy.


Leon Greyling, CEO, Alexander Forbes Investments says the investment capability of Alexander Forbes Investments is unrivalled in depth, expertise and experience, offering strategies for both corporate and individual clients.


He says six investment management experts (most of whom have worked together in excess of 10 years at ABSA Capital and more recently Ashburton Investments) will be incorporated into the company with effect from 1 May 2018 and, under the leadership of Dr Vladimir Nedeljkovic (Unit Head and Chief Investment Strategist) would include Renzi Thirumalai (Solutions Design), Samantha Schoeman (Smart Beta Implementation), Stuart Wocke (Index Portfolio Manager), Viksha Maharaj (Portfolio Manager and Operations Support) and Chris McPetrie (Quantitative Analyst).


Greyling says the decision to bring on board these investment experts was premised on clients’ needs, the demand for lower cost solutions and the prudent management of total expense ratios.


“As we have begun offering more outcome-based solutions to clients, we identified opportunities to provide a much wider range of solutions, including what we call “Smart Tracker” portfolios (a blend of different market asset classes and strategies, all passively managed or “tracked”, offered through unit trusts, ETFs amongst others). After careful analysis of options available, we have secured an already established team, who bring with them a strong track record and reputation for innovation,” says Greyling.


“Their skill set in investment risk management helps further strengthen our outcome-based investment capability that we have evolved through our Living*Investing™ philosophy. Living*Investing™ puts our clients’ needs at the centre of everything we do, with solutions designed to meet their specific needs” he says.


Dr Nedeljkovic says the team is excited to be joining a leading brand like Alexander Forbes and to be able to participate in its exciting future.


“We have a philosophical alignment with the approach being adopted by the Alexander Forbes Investments’ team and we particularly respect the way clients are central to the solutions they design. Their recent launch of the Alexander Forbes Retirement Income Solution (AFRIS) and Clarity™ is testament to this.”


Gyongyi King, the Chief Investment Officer of Alexander Forbes Investments says, “we continuously strive to invest in our investment capability. Our strategic alliance with Mercer Investment and now the acquisition of this team, are testament to this. We are delighted to welcome Vladimir and the rest of the team on board.”


ENDS


CONTACT INFORMATION

Alexander Forbes: Lynn Stevens, Group Chief Marketing Officer: stevensly@aforbes.co.za; +27 11 269 0024 or +27 (0) 82 658 3408

Corporate Image

Sheri Cohen, Account Director: sheri@corporateimage.co.za; +27 (0) 716831888

INFORMATION ON ALEXANDER FORBES

Alexander Forbes is a specialised financial services group headquartered in South Africa focusing on employee benefits solutions for institutional clients, and financial well-being and retail financial solutions for individual clients, in particular employees of the Group’s institutional clients. Alexander Forbes is listed on the Johannesburg Stock Exchange (“JSE”), and its primary clients span both the private and public sector market segments, including employers, retirement, health, investment and other special purpose funds on the institutional side, and individual members and beneficiaries of these funds, as well as the wider individual market, on the retail side. The main services provided by the Group include retirement funds and asset consulting, actuarial, investment and administration services, employee risk benefits and healthcare consulting, personal lines insurance, individual financial advisory and multi-manager investment solutions. Alexander Forbes’ principal geographic focus is in South Africa, where it has been operating since 1935, sub-Saharan Africa, the UK and other selected jurisdictions which have employee benefits legislative frameworks similar to South Africa.

www.alexanderforbes.co.za

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