An adaptive, customised approach to your clients’  evolving needs.

Whether your clients are starting their careers and seeking long-term investment strategies, or preparing for retirement with a focus on sustainable income, we are able to design investment plans that balance your practice’s needs with real-world impacts, returns, risks, and costs.

Our expertise in manager and market research, portfolio construction and management, investment strategies, industry regulation, and trends and technology, helps us to create solutions to meet the evolving needs of your clients, and your practice.

Our investment process

Glacier Invest follows a structured and disciplined process with a strong emphasis on rigorous manager and market research, which enables us to discern the truly skilful managers.

Our philosophy entails a deliberate focus on clients’ investment requirements and our disciplined investment framework enables the design of unique solutions based on a thorough understanding of your clients’ investment goals and risk profiles. It ensures that we combine investment strategies and asset classes optimally for each risk profile in the prevailing market environment in order to maximise the likelihood of achieving the investment objectives.

The following three areas are key to our ability to provide positive, repeatable, outcomes for your clients.

Manager research and selection

to ensure we identify highly skilled managers and get to know their particular investment style.

Market research and forecasting

in order to determine which investment style is most favourable, and when.

Portfolio construction

that combines the diverse skills of the managers we believe are best suited to meet your performance expectations.

Our ability to blend

Diversification in investing is key to reaching investment goals. By diversifying across various investment styles and asset classes, as well as increasing and reducing manager weightings according to changing market conditions, our investment team manages your client portfolios with meticulous care.

As solution architects, we are deliberate about maintaining a proven and disciplined investment process that focuses on offering investors repeatable results. We customise unique solutions for your clients, based on your deep understanding of their investment goals and how they view risk.

Portfolio optimisation

We believe that the purpose of portfolio management is to maximise the probability of a client achieving their desired outcome with the appropriate amount of risk.

Portfolio optimisation is the process of selecting the best portfolio, out of the set of all portfolios being considered, to fulfil a specific objective.

Specific portfolio optimisation techniques are matched to specific client objectives.

Operational benefits

At Glacier Invest, we handle the complexities of investment management, so you don’t have to. We take care of fund research, regulatory changes, compliance, and reporting. This frees up your time to focus on what truly matters: financial planning and building strong client relationships.

Beyond managing the operational burden, we provide regular market insights and investment updates, keeping you informed about economic trends and their impact on portfolios. With timely, expert-driven communication at your fingertips, you can confidently reassure your clients that their investments are in capable hands.

Superior pricing power

As one of the largest DFMs in South Africa, our size and deep industry relationships allow us to negotiate superior fees with asset managers, ensuring that clients benefit from exceptionally competitive pricing. Our solutions are cost-effective, with Total Expense Ratios that compare favourably to equivalent retail portfolios. Through Glacier Invest, clients gain access to the very best asset managers at the very best cost.

Cutting-edge investment technology

Our scale also allows us to invest in cutting-edge investment technology such as our Glacier Invest Smart Portfolio investment management platform. Smart Portfolio, a first of its kind in South Africa, aims to create an empowering investment experience; giving you access to up-to-date fund information, access comprehensive manager research, stay informed and in touch with valuable market insights.

Overall operational capability and support

As part of a leading administration platform, Glacier Invest has significant operational capability and we offer holistic BDM support.

An adaptive, customised approach to your clients’  evolving needs.