FIS Group and Conceptual Fund Managers Form Strategic Partnership to Offer Southern Africa Region Institutional Investors a Range of Multi-Manager Investment Solutions
FIS Group, a $5.5 billion (USD) investment firm based in Philadelphia, PA, has signed a memorandum of understanding (MOU) with Cape Town-based Conceptual Fund Managers (Pty) Ltd., creating a unique strategic partnership for the purpose of jointly managing investment mandates of global equities for clients in the Southern Africa region (“SADC”).
With this strategic partnership, FIS Group becomes the investment manager for all active U.S., Developed Global and Developed Non-U.S. equity strategies on behalf of Conceptual Fund Managers. In turn, Conceptual Fund Managers will exclusively present the FIS Group range of investment solutions to Southern Africa region institutional investors that have, for far too long now, been waiting and asking for this solution.
FIS Group is among the U.S. pioneers of investing in emerging/boutique investment firms that offer high concentration/high active share products. “We believe this strategic partnership has the potential to allow institutional investors in the Southern Africa region to access actively managed U.S. and Developed Non-U.S. equity strategies, offered in our multi-manager structure,” stated FIS Group founder, CEO and Chief Investment Officer, Tina Byles Williams. “Our multi-manager portfolios are constructed to offer careful risk management and ongoing manager monitoring and due diligence in order to meet the requirements of institutional investors. We are pleased to have the opportunity, via this strategic partnership with Conceptual Fund Managers, to offer our investment management services to investors in South Africa and the rest of the countries in the SADC region.”
Very much in sync with FIS Group’s value proposition, Conceptual Fund Managers’ multi-manager range of solutions blends specialist portfolios of disciplined, process-driven, high quality, small-to-medium-sized investment management firms run by experienced entrepreneurial founders and portfolio managers. “Right at the point of crafting our vision, and as we re-imagined a future where institutional investors would be accessing, and making use of, our range of investment solutions, we were very clear about one thing – that we would spiritedly embrace a global perspective in the construction of our portfolios. There could not have been a better way of achieving that than through this partnership with FIS Group – an investment firm not only with decades of a sound track record but also one whose values and principles we also subscribe to,” said Gandy T. Gandidzanwa, Managing Director of Conceptual Fund Managers.
About FIS Group
FIS Group is an investment management firm that provides customized manager-of-managers investment solutions for institutional investors. For 22 years, we have delivered risk-adjusted returns by identifying high active share entrepreneurial managers that are largely undiscovered by the institutional investor community. Unique among our peers, FIS Group enhances risk-adjusted returns through a macro tactical completion strategy. Our culture is a fusion of relentless curiosity and a scientific, disciplined process.
For more information, please visit us at www.fisgroup.com.
About Conceptual Fund Managers
At Conceptual Fund Managers, we are guided firmly by the conviction that central to our value proposition is our ability to meticulously select and blend specialist emerging manager portfolios. We seek to more effectively meet investors’ needs for diversification across asset classes, manager types, manager styles, geographies and currencies by providing them with a single point of entry into the wide, and rich, field of emerging managers with different, but complementary, investment management styles.
For more information please visit us at www.conceptualfm.co.za
Conceptual Fund Managers Contact:
Gandy T. Gandidzanwa
+27 21 422 3030