STANLIB Asset Management (Pty) Ltd

www.stanlib.com

Company details

FAIS FSP registration number:

719

Switchboard:

+27 11 448 5000

General email: stanlibinstitutional@stanlib.com

Address:

17 Melrose Boulevard, Melrose Arch Johannesburg, 2196 PO Box 202, Melrose Arch, 2076

Compliance officer name: Njabulo Duma

+27 11 448 5374

Investment philosophy

At STANLIB, our investment team is made up of focused teams (franchises) of investment professionals who are specialists in their discipline and responsible for managing clients’ assets in their areas of expertise. Each specialist investment team has developed its own investment philosophy and approach to investing. This allows STANLIB to deliver tailored investment solutions to meet diverse client needs.

STANLIB’s specialist approach to managing investments encourages accountability and independent thinking by each investment team with the benefit of collaboration with the broader investment team.

Oversight and governance are provided by experienced professionals, with alignment to our clients’ interests, need for protection and outcome.

The investment teams include: Balanced and Equity, Credit Alternatives, Fixed Income, Infrastructure Investments, Listed Property, Multi-Strategy and Systematic Solutions.

Our specialist investment team structure offers the following unique opportunities:

● Investment team heads have ownership in their teams and are accountable for the performance of their portfolios,

● The Portfolio Managers invest in the funds they manage, aligning their interests with those of their clients,

● Portfolios are not managed by large committees, but rather by small, dynamic teams that are able to build diversified portfolios and quickly react to changing circumstances in the market,

● Portfolio Managers are able to leverage off a broad range of specialist skills enabling them to make informed investment decisions,

● The structure allows for autonomy and ownership whilst still benefiting from the scale of the overall group.

Who is your FAIS complaints officer? Njabulo Duma

Please provide the link to the complaints policy on your website: https://stanlib.com/contact-us/

What is the ownership structure of the company? STANLIB Asset Management (STANLIB) is wholly owned by Liberty, which is owned 100% by the Standard Bank Group.

Who are the directors of the company?

D Msibi, D Munro, H Walker, Y Suleman and N Criticos. Do staff and management have an interest in ownership? Please provide the percentage held by staff and management:

Not in the form of share ownership as STANLIB is wholly owned by Liberty. Instead, STANLIB offers incentives in the form of deferred investment units. This deferred scheme is applied to all investment professionals and senior management and is akin to ownership as investment professionals have a direct interest in the success of their investment team funds, clients and the overall firm.

When was the company established? 2002

List of mergers and acquisitions that have taken place since being established:

The formation of STANLIB in 2002 effected through the merger of seven entities owned by Standard Bank and Liberty resulting in STANLIB, STANLIB Asset Management, STANLIB Collective Investments, STANLIB Multi-Manager and STANLIB Wealth Management. Subsequent to the above there were no further mergers.

B-BBEE credentials

Are you B-BBEE accredited? Yes

What is your B-BBEE status?

Level 1

By whom have you been accredited?

EmpowerLogic

Date of accreditation: 2022-07-01

GIPS

Are you GIPS compliant? Yes

Are you GIPS verified? Yes

By whom have you been verified?

PricewaterhouseCoopers

Date of verification:

2020-12-31

Expiry date of verification: –