Satrix has managed index tracking funds for institutional clients since 2000. Our experience and expertise in risk management and portfolio construction techniques position us perfectly to partner with clients to build smarter portfolios. While Satrix is the ETF pioneer and key player in the SA retail market, institutional funds are by far the largest part of our asset base.
The team manages close to R60 billion in indexed assets both in local and international markets. These investments cover vanilla market cap indices, smart beta indices and proprietary smart beta and style exposure products.
Satrix is wholly owned by Sanlam, which provides us with operational scale, sustainable investment in information technology, trading networks, stability and governance excellence.
Leveraging off this backing we offer a focused and proven capability driven by a team of experts who are passionate about indexing solutions and research to provide successful investment outcomes.
We believe that understanding the source and nature of all risks that investors are exposed to provides a clearer line of sight into the extent and nature of the potential returns available. The marriage between this and sound risk management discipline is pivotal to reaching one’s investment objectives.
|YOUR REQUIREMENT:||WE OFFER:|
You identify an Indexed solution
You know the specific index or combination of indices you want tracked
|We offer the index-tracking portfolio, either as a single building block or a multi-asset class portfolio|
|You identify missing components in your portfolio exposure
You want to know how best to access this
|We analyse your requirement and provide the optimal index-tracking solution to meet the desired exposure|
|You want to review how indexed solutions can benefit your portfolio|
You need a full portfolio analysis and solution
|We provide a detailed analysis of risk and factor-specific exposure along with a proposed customised solution that draws on our portfolio construction and risk management expertise|
A segregated portfolio (which has a minimum investment requirement of R100m) is the most popular vehicle
amongst our institutional clients. Some of our institutional partners choose to leverage their scale to gain cost- effective access to our range
of Exchange Traded Funds (ETFs), life-pool funds and index- tracking unit trusts.
For more information on institutional solutions, please call the Satrix investment team +27 (0)21 950 2100
Satrix can offer an institutional investor a unique opportunity to instantly establish or increase exposure to South African equity markets or specific sectors, and track a benchmark with a single purchase either through the primary or secondary market.
Institutions can purchase Satrix securities directly through Satrix Managers.
This is possible by way of a creation process whereby the units are created in the primary market in multiples of
1 million Satrix securities. You can create Satrix units in the following two ways:
1. A creation in specie
The institution will deliver the underlying constituents (shares) that make up 1 million Satrix units (1 million Satrix units represent one basket) in exchange for 1 million Satrix units.
2. A creation in cash
The institution purchases Satrix units with cash. The redemption process is simply a reverse of the creation process.
Institutions can purchase Satrix in the secondary market through a broker or from the Satrix Market Makers.
For more information on institutional solutions, please call the Satrix investment team +27 (0)21 950 2100 or email email@example.com