OUTCOMES-BASED INVESTING SERIES- PART 3

Amity Investment Solutions is a boutique discretionary fund manager with a unique investment philosophy. With outcomes-based strategies still far and few in the South African market, our proprietary outcomes-based investment process adds value to advisors and private investors alike. These solutions reduce the uncertainty of investment outcomes. How does Amity apply an outcomes-based philosophy? We...

ADDRESSING THE REAL REASON WHY CLIENTS INVEST

What do clients really want when they make an investment? Financial advisors often see their primary role as delivering a risk efficient return. This makes the client’s money the focus of advice and sets investment returns as the primary measure of success. Although the importance of returns cannot be argued, the real reason people invest...

YOUR CLIENT’S ONLY BENCHMARK: DID I ACHIEVE MY GOAL?

Investment advisors have a challenging task. Clients expect advisors to create financial strategies that will help them achieve their goals. However, delivering the desired outcomes is dependent on factors mostly outside of the advisor’s control. The success of the strategy is influenced by the behaviour of the client, whether investment markets will be favourable, and...

DELIVER A WEALTH MANAGEMENT EXPERIENCE CLIENTS VALUE

Ensure what you offer has value and how you deliver it, is an experience   KEY TAKEAWAYS __ Ensure what you deliver offers value (value proposition) and how you deliver it is an experience __ A great client experience doesn’t happen by chance, it needs to be designed __ A great client experience is a...

NAVIGATING YOUR WAY THROUGH THE CURRENT INVESTMENT MAZE

It surely feels like we are navigating a maze at this stage. Not only the uncertainty around the virus and what the world will look like after this pandemic, but also the uncertainty around markets and how sentiment has largely been driving activity. Adding to this would be the different views and opinions from analysts...

TO INVEST OR DISINVEST…THAT SEEMS TO BE THE QUESTION

Fund managers often tell us how they try and personalise their funds as this helps them when making certain decisions. They would often think of their grandparents or parents or close family friend and consider how decisions will impact them if they are the holder of the fund. So, when writing this article, we were...

ARE YOU SELLING YOUR COWS OR JUST USING THE MILK?

It has been a few months since the income solutions were launched and markets have been brutal. Investors in the new solutions may be worried, and panic when they receive a statement indicating that the investment’s market value has dropped. “How will I be able to sustain my income if my capital is losing value?”...

Should I stay or should I go?

After the dismal performance of investment markets in 2018, investors cannot be blamed for feeling anxious. We have experienced one of the worst 5-year periods in the local equity market, going back 25 years. At the same time, cash provided investors with a safe return of 6.8% over the last year, and an average return...

Forget ROI… embrace ROL!

Financial advisers are living in interesting times. It is a time where they are feeling the earth move under their feet. It is a time of a massive seismic shift, a time of a historic inflection point where they need to take a step back and look at the value that they are adding to...

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