Six ways Glacier Invest’s Navigate International makes offshore portfolio construction easy

As Luke McMahon, Portfolio Manager at Glacier Invest, points out: “By adding Navigate International to the value proposition of Glacier Invest, the largest discretionary fund manager (DFM) in South Africa, we’ve expanded our capability to offer an offshore solution with more muscle than ever before.

“Backed by the combined manager research efforts of the Glacier and Sanlam Multi-Manager research teams, we’ve taken much of the heavy lifting out of offshore portfolio construction for intermediaries.”

1. What goes into portfolio construction is implicitly understood, in terms of time and effort

Offshore portfolio construction can be a long, tedious process, and potentially devastating to your client if you cut corners. With an investible universe of more than 300 000 global funds to choose from, intermediaries are hard-pressed to make smart picks.

In terms of the time spent on putting together an appropriate portfolio for a client based on their risk profile, even using only local collective investment funds, could take more than a week to complete. Navigate International by Glacier Invest allows intermediaries to rely on in-depth market intelligence to pick the appropriate portfolio for a specific risk profile, saving time and alleviating the administrative burden.

2. Glacier Invest ensures an expanded research capability

The research and due diligence capacity required in offshore portfolio construction, which involves global market and manager research, is available within Glacier Invest and offers expertise from Glacier Research as well as Sanlam Investment Management.

3. Intermediaries can take part in decision-making

Typically, asset allocation decisions are made by the underlying fund managers within a specific risk profile. With Navigate International by Glacier Invest, intermediaries can be part of the conversation where there is an appetite to participate in these asset allocation decisions.

4. Glacier Invest’s skill, scale and simplicity benefit both intermediaries and clients

Glacier Invest has skilled investment professionals who provide comprehensive investment support while taking into account an adviser’s practice requirements. Its scale affords investors cost-effective access to the best managers, portfolio construction techniques and tactical expertise. Client preferences, legislation and advice-led solutions drive the strategy and solutions are simple, thereby creating greater transparency.

5. Solutions architecture underpins Navigate International

Glacier Invest provides financial advisers with an unrivalled and a fully customisable investment proposition that enhances and enriches the investment experience for clients. In close collaboration with advisers, Glacier Invest crafts solutions to meet diverse client needs through flexible design. As solutions architects, we seek to meet the objectives of investors by building portfolios targeted to specific goals.

6. SmartPortfolio – the digital backbone of portfolio construction

Glacier Invest’s contemporary technology, SmartPortfolio, allows portfolio managers to create a solution for any investment need, in collaboration with the adviser.

View the Navigate International introductory presentation here.

Glacier Financial Solutions (Pty) Ltd is a licensed discretionary financial services provider, trading as Glacier Invest FSP 770

Sanlam Multi-Manager International (Pty) Ltd is a licensed discretionary financial services provider, acting as Juristic Representative under Glacier Financial Solutions (Pty) Ltd

Glacier Invest is the discretionary fund management offering of Glacier Financial Solutions (Pty) Ltd (“Glacier’’). Glacier has partnered with Sanlam Multi-Manager International (Pty) Ltd, part of the Sanlam Investments Group, to fulfil the investment management responsibilities.

Navigate portfolios are managed by Glacier Financial Solutions under the Cat II FSP 770 trading as Glacier Invest.

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