Discretionary Fund Management

About SA Asset Management DFM Services
SA Asset Management also operates as a discretionary fund manager (DFM) leveraging their skills in Hybrid Fund Management to assist any independent financial adviser in managing their client’s investment solutions.
With the wide range of fund options with different investment styles, managers moving around and macroeconomic fundamentals constantly changing, the selection of underlying funds for investment solutions can become daunting. DFM can be the ideal solution for advisers who wants to focus on clients’ financial planning requirements.
Our believes
SA Asset Management follows a top down approach that relates to the study of economic fundamentals as a base for investment structures. After reviewing economic fundamentals, we apply a three-phase fund attribution analysis which we believe adds value in overall outperformance. The philosophy is a continues analysis for investment cases to enable our partners with what we believe to be the most optimal way to construct and maintain their investment solutions.
At SA Asset Management, we fundamentally believe that we can identify specialists within each investable asset class. By pooling these specialists together, we construct various risk-adjusted investment solutions based on what the industry knows as building blocks. Since the sensitive nature of managing model portfolios, we further utilise low-cost or tracker solutions to enhance the clients risk adjusted return profile by keeping costs down.
We further believe that no single manager outperforms over all periods and in all market conditions. Macro-economic fundamentals change constantly for different managers and different investment styles that needs to be adapted to generate alpha. We manage solutions on a multi-management basis and our views on the ever-changing macroeconomics.
Why SA Asset Management DFM Services
SA Asset Management does not believe in relationships but rather in partnerships. We strongly believe that a DFM should be a partner in your business to focus on your clients’ investment needs. The focus should be on service, clear communication, and the education of complex investment structures and solutions to always ensure that the underlying interest of all parties are aligned.
With one relationship, one point of contact, SA Asset Management is your investment partner.