The outcome of your long-term investments depends on the decisions made today. Our expert team will ensure that your investments are aligned to your specific investment goals at all times, giving you the highest probability of consistently achieving your goals.
Our team of investment professionals constantly monitor and research local and global investment opportunities, risks, and regulations that might impact your investment portfolio. Our discretionary portfolio management services will ensure that investment decisions are implemented timeously, in line with your unique investment goals.
goals-driven Investment Solutions
We offer tailor-made, goals-driven investment solutions to corporates, funds, and other institutions. We design, implement, and manage these solutions with your specific goal in mind.
We follow a multiple-specialist approach within a goals-driven framework to maximise the probability of achieving your predefined investment objectives.
The fundamental difference between goals-driven investing and traditional investing turns on the definition of risk. Traditionally risk is defined as portfolio volatility, whereas goals-driven investing defines risk as the probability of failing to achieve your predefined goal.
Goals-driven investing offers an altogether better path to the construction and management of portfolios as the solutions are purpose built to solve a specific, quantifiable investor need and are not designed around an arbitrary peer group or benchmark.
goals-driven Model Portfolio for retail investors
We design, implement, and manage goals-driven model portfolios on most retail investment platforms (LISPs) for broker networks and financial planners, in line with Mentenova’s well-established investment process and philosophy.
We work with broker networks and financial planners to ensure that the model portfolios we manage maximise the probability of achieving their clients’ predefined investment objectives.
These model portfolios are supported by in-depth reporting, monthly tactical asset allocation feedback, regular investment roadshows, qualitative and quantitative investment manager research, and analysis that broker networks and financial planners can use to keep their clients informed.
Bespoke Equity Portfolios
We offer bespoke local and global equity portfolio management services. This involves identifying quality companies and investing in the securities of these companies at reasonable valuations. We use screening techniques in conjunction with in-depth fundamental research of potential investments to carefully compile a diversified portfolio of company shares.