Why Plexus? |
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| Plexus Group | |
Plexus’s approach to compiling multi-asset class and/or multi-manager investment solutions is an innovative one that is unique in the investment industry.
The blending of different asset classes and/or portfolio managers is a science requiring in-depth and specialist knowledge in which portfolio optimisation (lower risk through diversification together with above-average returns over the medium to long term) is crucial. It involves the coherent blending of different asset classes and/or managers and knowing what the client is actually invested in at the end of the exercise.
As far as our multi-asset class portfolios are concerned, we also make active tactical asset allocation decisions on an ongoing basis to ensure that our portfolios are structured in line with our view on prospects for financial markets over the short to medium term. This is done within the parameters of each fund’s prescribed investment mandate.
The following are some of the reasons why clients choose Plexus as their preferred multi-manager:
Performance
Our investment solutions have outstanding long-term track records. The individual investment professionals previously personally managed large institutional portfolios (including pension, life and unit trust portfolios) and have formidable track records in the industry.
People
Our investment team is among the most experienced in the industry with combined investment experience of more than 90 years. Stephen Cranston, senior editor of Financial Mail (13 April 2001, p 53) said: “The Plexus multi-manager portfolios are certainly among the market leaders. I don’t think any of its competitors can claim the experience that Plexus’s investment professionals bring to multi-manager portfolio construction, in which experience in asset and sector allocation is crucial”.
Independence
Plexus is an independent portfolio management company and investment decisions are based on merit only.
Experience
The Plexus investment strategy process is the culmination of years of investment experience, is unique and well defined, and is respected in the industry. It includes propriety research models such as PlexMac and PlexMic, as well as MixRay, a sophisticated “look-through” portfolio analysis tool.
Research driven
We do our own proprietary research and the findings are published in our regular newsletters, Plexus Platform, Plexus Investment Perspective, Around the Financial Globe in 5 Minutes, as well as in the financial media. In addition, Plexus has developed a unique new unit trust rating service - PlexCrown Fund Ratings - that is probably the most comprehensive rating system available and incorporates not only returns and standard risk measures, but also measures of downside risk and managerial skill. The rating service includes individual fund ratings, manco and category ratings, manco relative performance indices (RPIs) and individual fund profiles. It also includes the PlexCrown Risk Classification Index, an index that enables investors to know at a glance the relative risk of investing in available ASISA investment classes and therefore individual retail funds Innovation
Plexus is a pioneer in the field of multi-manager solutions, boasting a number of firsts such as the Plexus Survey, Plexus Offshore Survey, the Plexus Unit Trust Indices and the PlexCrown Fund Ratings. Service and excellence
Plexus was adjudged the national winner of the Old Mutual / AHI competition for Enterprise of the Year for Outstanding Service. The Plexus group was listed as one of 50 companies in the 2005 edition of the book South Africa’s Most Promising Companies. Prieur du Plessis, chairman of the Plexus Group, was also included in the 2004 edition of South Africa’s Leading Managers. Both Prieur du Plessis and Paul Stewart, managing director of Plexus, were included in the 2006 edition of South Africa’s Leading Managers. Our client and broker services personnel are dedicated, easily accessible, highly motivated and experienced specialists who have all complied with the examination requirements of the Association for Savings & Investment South Africa (previously the ACI).
