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Company Profile
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South Sudan
South AfricaLesotho
Swaziland
Ghana
UgandaKenya
Tanzania
BotswanaNamibia
We are a Pan-African multi-specialist investment company, active in ten African countries. We have business partners in North America, the United Kingdom, Europe, the Middle East, and Asia.
We manage USD46 billion assets under management and administration (ZAR560 billion, as at 30 June 2015) and we have over 437 000 retail and institutional customers across Africa.
A leading investment business
Seelan Gobalsamy, STANLIB CEO
At STANLIB we really believe in the African story. Our continent has a good story to tell and there are excellent investment opportunities. We see the challenges but we also see the potential. We believe in Africa’s people.
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SINCE
Active asset management Multi-Manager Passive asset management
Over 437 000 10 of the top 20 JSE companies4 of the top 6 listed insurance companiesZAR60bn – Parastatals, unions etcZAR30bn – Universities
1 200investment professionalswith over
years of collective investment experience
INVESTMENTS
90+
80 192
OUR CUSTOMERS
OUR PEOPLE
AWARDS
ZAR560billion
•USD46.0
billion
Morningstar Awards
Raging Bull Awards
Global Finance Award
About STANLIB
STANLIB is fully owned by Liberty Holdings Limited and is a subsidiary of the Standard Bank Group.
Our largest client is our parent company, Liberty Holdings. Such large-scale, long-term investment ensures we are strongly supported and well resourced. At the same time, being a separate registered company gives us the freedom to manage our clients’ assets according to our philosophy.
We’ve built our business on the same foundation as our parent companies Standard Bank and Liberty Holdings – focusing on today while always preparing for tomorrow. This allows us to continually meet our clients’ needs no matter how they evolve.
Our head office is in Johannesburg, with regional offices in other major urban centres around South Africa and in nine other African countries, with further expansion plans afoot. This gives us the knowledge that can only come from on-the-ground presence on the continent. In addition, we leverage our group presence, which complements our own.
STANLIB was founded in 2002 when Standard Bank Asset Management and Liberty Asset Management joined forces.
2002
Retail
Institutional
across Africa
(as at 30 June 2015)
assets under management and administration
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SINCE SINCE
ZAR645USD53.0
> 2 million active policies of insurance
Over 3900 tied financial advisers and extensive
financial adviser network
Trusted brand for over
50 years
product innovation
billion
billion
AUMAUM
(as at 30 June 2015)
16 African countries
(about USD 21 billion) (as at 30 June 2015)
Industrial and Commercial Bank
of China (ICBC) 20.1%ICBC Stake in Standard Bank Group since 2008
16.7 millionPersonal Banking clients in Africa
ZAR259 billionMarket Capitalisation is
1 200+branches in Africa
8 600+ATMS
Approximately
Countries in Africa
20 50000+ employees
1957 1862
•
Independent recognition for
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OUR PHILOSOPHY
Throughout our growing business, our thinking remains the same – the belief that no two clients are the same; and an investment philosophy which dictates that thorough research informs everything we do.
STANLIB’s brand is all about focused investing, which is about finding opportunities where others may not and working tirelessly to make sure that every decision counts when the time is right.
Singular focus...
HOW WE INVEST
When there are literally thousands of variables to monitor and interpret, you not only need an eye on every ball, you need a dedicated, uninterrupted expert eye on every ball.
Our chosen business model of specialist investment teams allows the investment professionals to focus on what they do best. These small focused investment teams are the workshops where our client promise of creating financial freedom is crafted by skilled professionals. The team heads have owner-like autonomy with respect to setting their investment philosophies and processes, while enjoying the support of a shared robust business framework.
In line with the principle of focused expertise, we have partnered with several global companies to manage the ex-Africa portion of our portfolios: Fidelity, who manage cash and multi-asset funds; Brandywine, who manage bonds; and Columbia Threadneedle, who manage equities and multi-asset funds.
When STANLIB was established in 2002, our focus was mainly on in-house active investing. Since then, and in line with our core belief of providing diverse solutions in response to the needs of our unique clients, we have diversified our focus to other investment capabilities, from passive portfolios, to multi-manager, alternatives and direct property. We have also expanded into the African continent and now have offices in nine countries outside of South Africa.
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ACTI
VE S
ING
LE M
ANAG
ERPA
SSIV
E SI
NG
LE M
ANAG
ERM
ULT
I-MAN
AGER
Multiple capabilitiesFIXED INCOME PROPERTY EQUITY MULTI-ASSET ALTERNATIVES EX-AFRICA
Money MarketBonds
IncomeUnlisted Debt
Liability Driven InvestmentsPan-African
Fixed Income
SA Listed PropertySA Direct Property
Developed Markets
ListedProperty Emerging Markets
Listed Property Pan-Africa Listed
Property Pan-Africa Direct
Property
SA EquityPan-Africa Equity
BalancedAbsolute Returns
Pan-Africa Balanced
Flexible Property
Infrastructure DevelopmentPrivate Equity
Property Development
Cash (Fidelity)Bonds
(Brandywine)Equity (Columbia
Threadneedle)Multi-Asset (Columbia
Threadneedle)
Property Exchange Traded
Funds (ETFs)
Equity Exchange Traded Funds
(ETFs)Index TrackingQuants Equity
Smart Beta
Quant Asset Allocation
Money MarketBonds
Income
SA Listed Property SA Equity
BalancedReal Return
Specialist Risk Profiles
Flexible PropertyShari’ah
Global EquityGlobal Bond
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INVESTMENT RISK MANAGEMENT
We assess investment risks at all stages of investing – before any asset is bought, during a transaction and afterwards, when the effects of investment decisions become apparent.
Pre-investment, our in-house in-depth research is a risk managing tool in itself. Research into macro-economics, market cycles and global and local trends lets us know which assets are likely to benefit from the current investment environment.
At the point of investment, we have systems and processes to ensure that mandate compliance is monitored.
Post investment, we identify risks that might impact a portfolio, their likelihood of occurring and the extent and impact that this risk may have at portfolio, franchise and STANLIB levels. Investment risks that are pro-actively and continuously measured include: market risk, credit risk, liquidity risk, leverage risk and concentration risks.
We also conduct thorough performance and risk analysis on all our funds. We quantify, decompose, evaluate and communicate both benchmark and peer-relative risks and returns.
All the above is overseen by the Franchise Oversight Committee, which is a governance body that ensures the investment professionals are held accountable for investment decisions in their portfolios.
OPERATIONAL RISK MANAGEMENT
At STANLIB, we have robust systems and processes to ensure business continuity despite any eventuality.
Key individuals risk is handled in various ways throughout STANLIB. At the investment level, each team has a well-documented philosophy, objective and process, which are replicable. This assures continuity in case of any key individuals leaving.
Our Group Risk Compliance team looks after disaster recovery and business continuity protocols. These are reviewed, tested, audited and updated annually. Part of these protocols is a shared offsite office facility for business continuity, which is tested on an annual basis through combined tests with business and IT.
Your investments are safe with STANLIB.
Measuring and mitigating riskOur approach to risk management is forward looking and pro-active, so should the unlikely happen, we are prepared. We therefore have a risk management framework that establishes a consistent and principle-based governance structure.
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BURSARIES
25 High school learners
Corporate social investmentWe are passionate about creating financial freedom. Our CSI activities are therefore centred around this objective.
EMPLOYEE MATCHING SCHEMEMatching donations RAND-FOR-RAND to registered Non-Profit Organisations and schools, which are supported by our employees
(Since 2005)
TEACH SA AMBASSADORS
STANLIB staff get involved in teaching grade 4 - 6 learners about basic financial skills, as part of a nationwide campaign driven by the Association for Savings and Investments South Africa
TEACH CHILDREN TO SAVE
38Tertiary students
SCHOOL ADOPTION 9
108 434
Adopted schools
Teach SA Ambassadors
LearnersWe roll up our sleeves and help to clean, fix, repaint and refresh our adopted schools
SMARTBUCKS 45 000
300High school learners
Schools
Mind Your Moolah. An innovative way to impart financial freedom principles to school children through film and comedy
Our Teach SA ambassadors are seconded to needy schools with the aim of increasing numeracy skills
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Contact details
Michael Barnes
Head of Global Distribution
T +27 11 448 5384
STANLIB South Africa
T +27 11 448 6000
A 17 Melrose Boulevard, Melrose Arch, 2196
Johannesburg, South Africa
www.stanlib.com
STANLIB is an authorised financial services provider.
Should you have any questions or queries, please get in touch:
17 Melrose Boulevard Melrose Arch 2196 PO Box 203 Melrose Arch 2076 E [email protected] W stanlib.comGPS coordinates S 26.13487°, E 028.06837°
