Model Portfolio
Solutions
To help your clients achieve
their specific financial goals
wealth solutions tailored fund portfolios

About Tailored Fund Portfolios

Tailored Fund Portfolios is a Discretionary Fund Management offering from Old Mutual Wealth. We create and manage model portfolio solutions that align to your advice process and standardize your investment implementation across various client profiles.
Why choose Wealth Tailored Fund Portfolios

Old Mutual Wealth Tailored Fund Portfolios is the first Investment Manager in South Africa certified for fiduciary excellence. The independent certification process was first offered in the USA in June 2006: Centre for Fiduciary Excellence (CEFEX). We are among the first Investment Managers to successfully complete it.

We believe it is crucial for asset management businesses to recognise that responsible investing and fiduciary care are essential to driving sustainable business practices in our industry. CEFEX provides a key solution to the South African financial services industry in ensuring independent verification of the operating models and processes in asset management as well as financial advice.

How Tailored Fund Portfolios workWhat we do, and how we do it.Why choose model portfolios?
  • The research and portfolio construction process ensures that your clients benefit through enhanced returns and improved risk management
  • Investment strategies can be reviewed regularly to evaluate the appropriateness of the asset allocation and manager selection
  • The Effective Annual Cost (EAC) enables you and your clients to compare the cost of our investment funds and their impact on investment returns with similar offerings in the market
  • The same investment solution can be implemented across a group of similar clients. Each group is managed as a single investment solution. You're able to do bulk switching and bulk and automatic rebalancing of your individual clients
Why choose model portfolios?
  • The research and portfolio construction process ensures that your clients benefit through enhanced returns and improved risk management
  • Investment strategies can be reviewed regularly to evaluate the appropriateness of the asset allocation and manager selection
  • The Effective Annual Cost (EAC) enables you and your clients to compare the cost of our investment funds and their impact on investment returns with similar offerings in the market
  • The same investment solution can be implemented across a group of similar clients. Each group is managed as a single investment solution. You're able to do bulk switching and bulk and automatic rebalancing of your individual clients
Why choose model portfolios?
  • The research and portfolio construction process ensures that your clients benefit through enhanced returns and improved risk management
  • Investment strategies can be reviewed regularly to evaluate the appropriateness of the asset allocation and manager selection
  • The Effective Annual Cost (EAC) enables you and your clients to compare the cost of our investment funds and their impact on investment returns with similar offerings in the market
  • The same investment solution can be implemented across a group of similar clients. Each group is managed as a single investment solution. You're able to do bulk switching and bulk and automatic rebalancing of your individual clients
A perfect partnership
  • We engage with you to understand your process and investment implementation which feeds into the design of the model portfolios
  • We create the customised model portfolios you require based on your advice process matching all your clients’ needs
  • Your client objectives and risk tolerance are translated into investment goals
  • We make recommendations to ensure that the appropriate asset allocation and a robust management selection process are in place for your model portfolios
  • Our co-branded reports provide you with a platform to facilitate meaningful engagements with your clients

A perfect partnership
  • We engage with you to understand your process and investment implementation which feeds into the design of the model portfolios
  • We create the customised model portfolios you require based on your advice process matching all your clients’ needs
  • Your client objectives and risk tolerance are translated into investment goals
  • We make recommendations to ensure that the appropriate asset allocation and a robust management selection process are in place for your model portfolios
  • Our co-branded reports provide you with a platform to facilitate meaningful engagements with your clients

A perfect partnership
  • We engage with you to understand your process and investment implementation which feeds into the design of the model portfolios
  • We create the customised model portfolios you require based on your advice process matching all your clients’ needs
  • Your client objectives and risk tolerance are translated into investment goals
  • We make recommendations to ensure that the appropriate asset allocation and a robust management selection process are in place for your model portfolios
  • Our co-branded reports provide you with a platform to facilitate meaningful engagements with your clients

What makes us unique
  • Standardised investment solutions for your clients to invest in, less admin for you
  • Actively managed portfolio constructed from high-quality funds
  • Customised, branded reporting specific to the strategies co-created with you, adding a personalised touch to your practice
  • Highly experienced team of talented investment specialists
  • Daily monitoring of your investment strategies. You have the option to join the investment committee and participate in discussions and decision-making to ensure that investment strategies are managed effectively and reviewed in detail
  • Access to top-quality managers through our multi-managed specialist fund of funds
What makes us unique
  • Standardised investment solutions for your clients to invest in, less admin for you
  • Actively managed portfolio constructed from high-quality funds
  • Customised, branded reporting specific to the strategies co-created with you, adding a personalised touch to your practice
  • Highly experienced team of talented investment specialists
  • Daily monitoring of your investment strategies. You have the option to join the investment committee and participate in discussions and decision-making to ensure that investment strategies are managed effectively and reviewed in detail
  • Access to top-quality managers through our multi-managed specialist fund of funds
What makes us unique
  • Standardised investment solutions for your clients to invest in, less admin for you
  • Actively managed portfolio constructed from high-quality funds
  • Customised, branded reporting specific to the strategies co-created with you, adding a personalised touch to your practice
  • Highly experienced team of talented investment specialists
  • Daily monitoring of your investment strategies. You have the option to join the investment committee and participate in discussions and decision-making to ensure that investment strategies are managed effectively and reviewed in detail
  • Access to top-quality managers through our multi-managed specialist fund of funds
Our Core Model Portfolio Range
Copyright Old Mutual Limited 2020 | Disclaimer Privacy Notice
Copyright Old Mutual Limited 2020
Disclaimer Privacy Notice
Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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