We deliver best-in-class investment advice to institutional clients....
Intellego provides a full spectrum of investment consulting services to institutional investor clients who include pension funds, endowments, foundations, banks, insurance companies, medical aid funds as well as high net-worth individuals.
Our services offering is tailored to the needs of our clients and it ranges from the basics of formulating a fit-for-purpose investment management program to confirmatory investment appraisal, in-depth analytics and reporting.
We are a trusted investment advisor to some of the largest pension funds in Zimbabwe and we continue to add value to their investment programmes.
Desired investment outcomes are largely determined by the effectiveness of the underlying investment strategy. We assist our investor clients in formulating robust investment strategies and execution plans that enhance their ability to satisfy their investment objectives and meet their stakeholder obligations. Our suite of services under Investment Strategy Advisory include:
- Investment Policy Statement (IPS) Formulation– we assist our clients in developing the IPS which is the guiding document for our client’s investment program and activities.
- Strategic Asset Allocation – our understanding of the investment markets enables us to develop a framework for, and recommend to our clients, the long-term baseline asset allocation that drives the overall long-term investment performance of our client’s portfolio(s).
- Tactical Asset Allocation– we advise our clients on shorter term portfolio adjustments designed to lock-in gains or mitigate against emerging risks while remaining on-course towards long-term investment objectives.
Evaluating existing and prospective investments is a key component of our consulting services to institutional clients. Our investment analytics services include the following:
- Investment Proposal Evaluation– assessment and recommendation of investment proposals on behalf of our institutional clients.
- Confirmatory project appraisals – confirmatory financial modelling and analysis for internal and externally originated investment projects.
- Pro-forma portfolio analysis and optimisation– modelling and presenting scenarios of how prospective investments will impact on the portfolio structure, cash flows and overall portfolio performance.
- Macro environmental analysis – assessment and evaluation of the impact of macroeconomic and regulatory developments on the potential outcomes of client investment projects.
Tracking the trajectory of portfolio investments is an important component of the investment decision-making process. Intellego provides industry-leading performance analysis and reporting on our clients’ investment portfolios and we bring clarity, perspective and valuable insights to our clients regarding the performance of their investments and the possible strategies they may pursue as a result. Specific major services include the following:
- Quarterly Investment Performance Reporting – comprehensive portfolio performance analysis and reporting on quarterly basis for our clients.
- Asset Class Performance Benchmarking – continous collation and analysis of asset class performance and the computation of performance benchmarks.
- Bespoke Benchmarking – we construct suitable performance benchmarks that reflect the investment objectives of our clients.
- Investment Manager Performance Measurement and Rating – risk and style adjusted performance analysis, benchmarking and reporting on the asset managers employed by our institutional clients.
Selecting the right Investment Manager is an essential part of the overall investment management process. Intellego has developed best practice frameworks for institutional investors to select the investment managers best suited to their investment objectives. The major services under this service silo include:
- Investment Manager Research – we regularly scope the industry to give perspective on the active investment managers and their offerings.
- Manager Style Analysis and Performance Benchmarking – We analyse investment manager styles and philosophies in order to ensure that their performances are appropriately measured and benchmarked.
- Investment Manager Selection & Capital Allocation – assisting our clients in selecting and allocating capital to investment managers based on their investment philosophy, style, past performance and best fit with client objectives.
Risk management is an essential component of the investment management process and we work with our clients to ensure that there are no blind spots from a risk exposure and management perspective. Services include:
- Risk Policy Formulation – designing and ensuring an understanding of the risk management policy document that supports the investment management regime.
- Risk Register Implementation – we assist our clients in developing risk registers that facilitate in the clear identification, monitoring and management of risk exposures.
- Regular Risk Reporting – we provide quarterly risk reports that highlight the performance of the client’s investment activities from a risk perspective while pointing to interventions that may be necessary to mitigate emerging risks.
Capacity building is an essential component of the investment consulting process and Intellego endeavours to ensure that its clients are well-versed in the intricacies of investment management. Key personnel from the client organisation have to be up to speed with the regulatory environment and its compliance requirements. The main services under this silo include:
- Investment Policy Statement (IPS) Formulation Workshops – introducing client trustees to the IPS and how it is formulated.
- Alternative Investments Training– conducting introductory training sessions for clients new to the alternative investments space.
- Responsible Investing Compliance– training our clients on the Principles of Responsible Investment and assisting our in obtaining global certification as responsible investors.
- Regulatory Compliance Advisory– we advise our clients on an on-going basis regarding all investments related regulatory matters.
