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Plexus Asset Management is an independent portfolio management company that specialises in the management of a range of domestic and international investment solutions for both individual and corporate clients.
The investment philosophy of Plexus is to achieve above-average returns in the long term by:
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in-depth investment research;
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levering active and passive investment methodology where appropriate;
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proactive investment management, and
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an emphasis on risk management.
Investments are managed in accordance with predetermined investment objectives, risk profiles and statutory provisions at all times.
The role that Plexus Asset Management fulfils is as follows:
- To ensure that the composition of the portfolio conforms to the predetermined investment objective and risk profile at all times. As each investor’s objective and risk profile may change according to circumstances, these should be re-evaluated continually by the financial adviser.
- To ensure that the asset allocation of the portfolio between the various asset classes (equities, bonds, property and cash) is continually managed according to the changing economic cycles and financial markets. However, this process is always managed in accordance with the investment mandate and corresponding risk profile.
- To ensure that top specialist managers and best passive (index) solutions are selected for each investment discipline.
- To monitor the performance of these specialist managers on an ongoing basis and to ensure they follow a clear strategy at all times. If the performance of a specific strategy becomes uncompetitive, Plexus will investigate it in good time.
The company’s investment strategy process is the culmination of years of investment experience, is unique and well defined and is respected in the industry.
Process in respect of an asset management proposal
1. Determine investment objectives and risk profile
The investment objectives (capital retention, a high level of income or optimal growth) and the risk profile in respect of the investor funds must be determined.
Factors that must be taken into account are:
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time horizon (for how long are the funds to be invested),
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cash flow (will regular withdrawals be made and what will the extent of these withdrawals be),
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how much volatility in market values can be accepted,
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and the general attitude to risk,
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The extent of guarantees required is also important.
2. Determine appropriate multi-asset class/multi-manager portfolio and/or specialist products
As soon as the investment objectives and risk profile have been determined, Plexus will recommend an appropriate portfolio or combination of portfolios, together with any specialist products that may be required.
3. Benchmarks
Benchmarks in respect of the proposed investment portfolios are set clearly and should be understood by the client.
Plexus Asset Management (Pty) Ltd is a registered Financial Services Provider (FSP) with licence number 609.
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