Kingsley Williams

Satrix’s asset under management are invested in the range of ETFs, index-tracking unit trusts, life pooled and segregated portfolios that are specifically tailored for client-specific mandates or retail funds. The firm aims to drive the democratization of investments for all South Africans, where SatrixNOW, the no-minimum online investing platform, is a key enabler to provide access for South Africans to “Own the Market”.

Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension.