Sanlam Investments Spokespeople Directory 2021
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Sanlam Investments Spokespeople Directory 2021 Investments Investing for Impact The Sanlam Investments’ Spokespeople Directory is a compilation of the business’s experts who are available for commentary, insight or other information required for your articles or broadcasts. We hope you find this to be a valuable tool and welcome your feedback on any improvements for the next edition. 1 Contents 1) Foreword 3 1) Sanlam Investments organogram 5 2) Sanlam Investments overview 5 3) Our spokespeople 9 2 Foreword 3 At Sanlam Investments, we believe strongly in journalists and the media’s crucial role in our society. We appreciate your role as a watchdog for companies, government, markets and the economy, and we would like to support you in this role. With this in mind, we have the pleasure of sharing this directory of our key spokespeople with you. It will enable you to quickly and easily find the right person to speak with for the articles you are working on or provide you with an avenue to connect and chat with one of our investment professionals. We hope you’ll find this directory a valuable tool in continuing to produce exceptional reporting on the financial and business landscape. Nersan Naidoo, CEO, Sanlam Investments 4 Sanlam Investments Overview Active Management Nersan Naidoo Chief Executive Alternatives Mervyn Shanmugam Sanlam Chief Executive Investments Nersan Naidoo Chief Executive Index Tracking (Satrix) Ofcer Helena Conradie Chief Executive Multi-Management Shaun Ruiters Chief Executive 5 Who we are Sanlam Investments is one of South Africa’s largest asset management companies, with more than R500 billion in assets under management across our retail and institutional businesses. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape. In doing so, we remain responsive to our clients’ needs. As the asset management arm of the Sanlam Group, we leverage the depth and breadth of expertise across active management, index-tracking, alternative investments, sustainable and impact investing, multi-management, and international investments to create optimal portfolios for our clients. Our funds cover the full range of asset classes, including equities, fixed income, alternatives and property. We’re in the business of building solutions through a combination of advanced tools, in-depth research and expert insights to grow and preserve wealth by sourcing both conventional and unconventional opportunities. At the heart of our purpose is our journey towards ensuring long-term sustainability for local and international investors, and to build a financially confident future generation through investments that go beyond just wealth creation. Sanlam Investments has been – and will always be – committed to making a positive impact. We believe we have an essential role in transformation, the growth and development of people, communities and the environment, and creating sustainable economic growth. For more information, visit www.sanlaminvestments.com We understand the pressure of writing an article on a tight deadline, so we want to make the process of finding information as easy as possible. Our media office is updated regularly: https://bit.ly/2NOMToq Here, you’ll have access to all the company news announcements, latest insights, sound bites, corporate videos, this spokespeople directory and downloadable high-resolution images of all our spokespeople. If you need additional information, our communications team is always available to assist. 6 Businesses within Sanlam Investments Active Management Alternatives Our single active management team offers a The Alternatives business within Sanlam comprehensive range of proven strategies and Investments includes a broad range of private solutions to individual, retail and institutional clients market investment strategies and select looking to outperform the market across fixed traditional investments in geographies outside interest, absolute return, balanced and equity funds. of South Africa. We offer investors access It is our firm belief that investment performance to private debt, private equity, unlisted real is the result of many factors, and our team has estate and infrastructure, and Africa frontier successfully combined all of these to deliver strong and global emerging market equities. We performance across the entire active investment place particular emphasis on our responsible range. Our investment team has a dynamic mix of investing expertise. An expert team manages talented analysts, portfolio managers and investment each area of focus with the specific skillset professionals who have the expertise and experience and extensive experience required to manage needed in today’s increasingly volatile financial that capability over the long term. markets. The driving force behind our team is our desire to make a meaningful difference in our clients’ lives by building their wealth in a reliable, transparent and measurable way. Index Tracking (Satrix) Multi-Management Satrix is the indexation investment business within Our multi-management team researches, blends, Sanlam Investments. It is the leading provider of and manages investment strategies, providing index-tracking solutions in South Africa with more investment combinations of passive, smart beta, than R120 billion in assets under management traditional and alternative strategies. Several invested across our wide range of offerings across skilful asset managers administer these strategies both retail and institutional markets. We provide for optimal diversification. We combine different investors with a versatile toolset to access a broad sources of risk or style betas to achieve the best range of local and global indices. Satrix is a pioneer possible returns for any level of risk. We design in the South African index-tracking landscape, and blend unique solutions based on a deep having launched South Africa’s first ETF in 2000. understanding of our client’s investment goals We manage index-tracking and factor-based (smart and fundamental insight into how they prefer beta) portfolios through segregated mandates, to engage risk. With approximately R166 billion exchange-traded funds (ETFs), life pools, unit trusts in assets under management, Sanlam’s multi- and offshore undertakings for collective investments manager is one of the largest in South Africa. in transferable securities (UCITS). We offer clients a range of multi-managed pooled solutions and design tailored solutions to meet more specific needs. 7 8 Active Management Nersan Naidoo CEO of Sanlam Investments Areas of expertise: Business strategy, sustainable and impact investing, and asset management industry trends Fred White Spokespeople Head of Balanced Fund and Portfolio Manager Areas of expertise: Portfolio management Sectors: Multi-asset Lethabo Leoka Absolute Return Portfolio Manager Areas of expertise: Portfolio management of multi- asset class funds Sectors: Domestic and global bonds, credit, money markets, foreign exchange, derivatives 9 Active Management Natasha Narsingh Fernando Durrell Head of Absolute Return Absolute Return Portfolio Manager Areas of expertise: Areas of expertise: Portfolio management of multi- Global multi-asset investing asset class funds including strategic and tactical asset allocation Sectors: Equities, property, bonds, Sectors: derivatives (local and global) Global asset classes, including equities, bonds, currencies, commodities Ralph Thomas Cromwell Mashengete Portfolio Manager Co-Head of Equities Areas of expertise: Areas of expertise: Portfolio management Equity strategy and portfolio management Sectors: Multi-asset Sectors: Insurance, financial services Andrew Kingston Sidu Mtshali Co-Head of Equities Investment Analyst Areas of expertise: Areas of expertise: Equities research and portfolio Market analysis management Sectors: Sectors: Multi-sector, multi-asset Luxury goods, tobacco, internet (Naspers/Prosus/Tencent) 10 Active Management Marlo Scholtz Head of Equity Research Areas of expertise: Company analysis and portfolio management Sectors: Food production, food retail, clothing retail, beverage industry (beer), food services Vanessa van Vuuren Portfolio Manager and Equity Analyst Spokespeople Areas of expertise: Company analysis and portfolio management Sectors: Casinos, small caps, banks Mokgatla Madisha Head of Fixed Interest Areas of expertise: Bonds, positioning and risk setting Sectors: Public finances 11 Andrew Snowdowne Daniel Masvosvere Senior Resources Analyst and Equity Analyst Portfolio Manager Areas of expertise: Areas of expertise: Company analysis and portfolio Company analysis and portfolio management management Sectors: Sectors: Resources Clothing retail, banks, diversified industrials Jonathan de Pasquallie Ockert Doyer ESG Analyst Head of Credit Areas of expertise: Areas of expertise: Listed and unlisted (private) credit Company analysis and portfolio (delete quotation mark) management Sectors: Infrastructure finance, Sectors: structured finance/securitisation, Governance, sustainable investing, corporate credit environmental, renewable energy 12 Index Tracking (Satrix) Helena Conradie Chief Executive Officer Areas of expertise: Business strategy, Index investing, Industry trends Kingsley Williams Chief Investment Officer Areas of expertise: Index investing, passive investment industry, ETFs, smart core, investments, institutional Spokespeople investments, index tracking 13 Yusuf