In today’s environment, a single balanced portfolio no longer meets members’ needs. Everest Investment Specialists, licensed asset managers are highly attuned to the pitfalls of the death zone drop-the erosion of retirement benefits through icy layers of investment related costs associated with multi-managers and member investment choice.

Our investment philosophy relies on trusting the only truly tried and tested investment method available – the inherent efficiency of investment markets. As the South African market develops, we have come to acknowledge what our overseas counterparts have long since realised – the market when carefully tracked, yields the most fruitful long term value. For this reason Everest Investment Specialists are passionate about their cost-effective, index tracking range of funds, appropriate for both, member investment choice and trustee selected investment strategies.

In the defined contribution arena, it is prudent for trustees to offer members the facilities for reducing risk as retirement approaches. To this end, our risk-profiled portfolios are designed with the emphasis on asset class mix appropriate to members’ investment time-horizon. This investment philosophy simplifies the educational process required for a successful investment choice programme.

Our asset consultants are FAIS compliant and are specialists in the investment field. We believe both people and process are key to success of our investment offering and therefore monitor each fund’s investment performance and adherence to mandate on a regular basis.

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