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Absa Alternative Asset Management (Pty) Ltd https://www.absainvestments.co.za/wealth-and-investment-management/alternative-asset-management.html
Company details FAIS FSP registration number: 22877 Switchboard: +27 21 927 6700 Fax number: +27 21 927 6550 General email: chris.watts@absacapital.com Website: https://www.absainvestments.co.za/ wealth-and-investment-management/ alternative-asset-management.html Address: Absa East, Bridgeway, Century City, 7441 PO Box 4110, Tygervalley, 7536 Compliance officer name: Samantha Padayachee +27 11 243 4545
Investment philosophy The Absa Alternative Asset Management (Pty) Ltd (AAM) team specialises in the design and management of index tracking, alpha generating (Smart Alpha), absolute return, overlay protection, alpha transport, hedge fund and other alternative investment strategies. Portfolios are designed to meet the unique goals of each investor with a high degree of certainty, in a cost-effective way, by using a range of traditional and non-traditional building blocks.
FAIS requirements Who is your FAIS complaints officer? Samantha Padayachee Please provide the link to the complaints policy on your website: N/A
Ownership What is the ownership structure of the company? 100% owned by Barclays Africa Group Ltd Who are the directors of the company? Andre Visser, Glanville Retief, Clinton Clarke, Armien Tyer, Luyolo Poswa
Do staff and management have an interest in ownership? Please provide the percentage held by staff and management: No
History When was the company established? 1999 List of mergers that have taken place since being established: N/A
B-BBEE credentials Are you B-BBEE accredited? Yes, as the South African operations of Barclays Africa Group Limited with all the underlying legal entities, including Absa Alternative Asset Management (Pty) Ltd, specified. What is your B-BBEE status? Level 2 By whom have you been accredited? National Empowerment Rating Agency Date of accreditation: 2016-03-02
GIPS Are you GIPS compliant? No Are you GIPS verified? N/A By whom have you been verified? N/A Date of verification: N/A Expiry date of verification: N/A
Investment mandates What are your total assets under management? R56.0 billion Please detail the mandates you currently manage and the size of each of these mandates: Institutional: R40.6 billion Retail: R8.4 billion Life: R5.0 billion Other: R2.0 billion
Key investment personnel Size of Investment Team: 9 Andre Visser CEO B Com (Hons), CA (SA) 21 years’ industry experience 18 years with firm Chris Watts Portfolio Manager B Bus Sci (Hons), CFA, FRM 11 years’ industry experience 8 years with firm St John Bunkell Portfolio Manager M Sc (Chem Eng) 21 years’ industry experience 8 years with firm Bongeka Mjobo Portfolio Manager B Com (Hons) 3 years’ industry experience 1 year with firm Glanville Retief Head of Products B Com (Hons) Mathematics 19 years’ industry experience 13 years with firm Jean-Pierre Matthews Portfolio Manager, Chairperson of Investment Committee B Sc (Actuarial Science), CFP, CFA 21 years’ industry experience 6 years with firm Suvarn Naidoo Portfolio Manager B Sc (Actuarial Science), FRM 9 years’ industry experience 4 years with firm Pieter van der Merwe Portfolio Manager M Com (Inv Mgmt), FCIS 26 years’ industry experience 2 years with firm
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