Specialised Finance

Old Mutual Specialised Finance (OMSFIN) is a proprietary investment business and an alternatives investment manager. OMSFIN, through its capital market activities delivers above-average, risk-adjusted returns for a pre-determined level of risk to clients and shareholders.

OMSFIN’s three primary business areas include:

Trading and Structuring: This business area is responsible for funding OMSFIN’s proprietary balance-sheet activities. The team risk-manages OMSFIN’s portfolio using advanced hedging and portfolio structuring techniques, while taking advantage of any identified market anomalies. The Trading and Structuring team are also responsible for managing Old Mutual (South Africa’s) shareholder guarantees. They use interest rate and equity derivative products to hedge market risk and have been instrumental in reducing interest-rate volatility while, at the same time, improving the performance and capital efficiency of the funds. Read more ...

Asset Origination: This business area participates in the South African capital markets – originating and managing assets for both Old Mutual (South Africa) and OMSFIN. The business operates across the structured finance continuum, offering financing in areas of structured debt, leverage, property, project and mezzanine finance. Read more ...

Principal Investments: This unit uses OMSFIN’s proprietary balance sheet to originate and manage a portfolio of high-quality alternative equity assets. The business aims to grow the NAV of OMSFIN over time, by generating above-average returns on capital employed. Read more ...