Asset Management

We follow a considered, research-driven investment approach underpinned by a thorough understanding of the global macro-environment and leading market trends, enabling us to identify and invest in high-conviction opportunities

Business

Positioning

Our compelling performance track record, with over 90 years’ fund management experience, and a deep understanding of financial products affords Trillian a significant advantage. Our investment professionals provide a range of innovative, market leading solutions driven by an investment philosophy and risk management framework that give our strategies that added competitive edge. We continually seek opportunities that offer superior yet sustainable growth potential with favourable risk-return characteristics.

Risk management plays an integral part of the team’s investment strategy. We have developed a comprehensive risk management framework that allows for the successful implementation of financial risk management processes and policies. Meticulous oversight ensures that portfolios are managed within the confines of the stipulated mandates protecting the best interests of our clients. An operational risk management framework is considered to minimise losses due to failed internal processes, people and systems, or from external events.

Capabilities

Private Equity Fund

In partnership with a B-BBEE specialist fund manager we have established a private equity fund for the purpose of Broad-Based Black Economic Empowerment. This sustainable transformation fund utilises a company’s Enterprise, Supplier and Socio-Economic Development contributions as economic capital to assist in achieving a targeted Preferential Procurement score. The fund manager collaboratively engages with all stakeholders to strategically deploy these funds to deliver value creation, while keeping within the spirit and intent of the B-BBEE Act.

Liability-Driven Investment (LDI)

In line with our value chain, we structure client portfolios to optimise cash flows against the liability streams, implementing prudent and actuarially-compliant strategies. We also assist our clients to structure debt arrangements through our tailored LDI solutions, which are designed to address the following liability structures:

  • Debt redemption fund
  • Retirement solutions
  • Post-retirement medical aid solutions.

Private Client Portfolio Management

We provide focused client-centric investment solutions to individuals, companies and trusts. We see every client as unique and customise solutions to meet specific needs through client engagement and thorough risk profiling. Our investment decisions are grounded in independent, fundamental research, and enhanced by knowledge-sharing and a clear investment strategy.

Collective Investment Scheme (CIS) Investment Management

We manage a growing suite of investment funds, which build on our core investment values. Our fund managers employ a top-down approach to identify and exploit market inefficiencies and major macro themes. We balance this with focused bottom-up research by clearly understanding underlying fundamentals.

Passive Portfolio

Our passive portfolios have been created to provide an easy entry for investors looking to get exposure to global markets through a cost effective ETF offering. Our Smart Beta and Thematic product allows for focused investing in a complex global environment, whilst achieving higher risk adjusted returns with lower fees.

Core Equity Portfolio

Our portfolios are built on a sound foundation of independent equity research led by a skilled team of fund managers and equity analysts. Our teams are tasked with thorough top-down macro analysis, rigorous fundamental research and continuous company engagement.

Institutional Fund Management

Due to the dynamic nature of our clients’ environments, we continue to develop and reposition our portfolios to implement bespoke cost-saving measures and deliver superior returns. We adopt an active portfolio management strategy that rebalances the assets to take advantage of market mispricing opportunities.

Balanced Mandate

Our balanced mandates are designed to meet the specific risk-return requirements of institutional clients. We leverage the expertise of our equity and fixed income teams to tailor a solution we believe will offer superior risk-adjusted return characteristics.

Fixed Income

Our experienced investment team has been involved in managing some of the best-performing structured, money market and fixed income funds in the country.

Property Investment

We create customised listed property portfolios and private equity property structures, both locally and internationally. Our experience in structuring tax-efficient offshore property opportunities offers clients superior returns to those available in the listed market.