Consult

Precision Planning for a Future That Thrives.

Institutional Consulting

GraySwan offers institutional investors the freedom to access investment quality.

We provide objective, transparent, high conviction and measurable value add investment consulting services in order to help institutional investors be the best in their industry. We believe the following factors set us apart from the crowd: our independence, our history of investment management experience, our stable team, our superior service ethos, our propriety research, and our long-term superior institutional track record.

Our investment consulting offering includes a comprehensive range of specialised services. Every client is different and we tailor-make our advice to fit their needs.

OUR Services

Investment consulting services

Investment strategy

As part of our best advice framework, we empower our clients to implement a variety of investment strategies, ranging from balanced strategies to specialist mandates to liability-driven investment strategies and we include both actively managed and passively managed strategies.

Manager selection

Our unique investment manager research and selection offering centres around a deep understanding of the investment management industry, which we have gained over the past two decades. We have gained our competitive edge not only from our wealth of investment consulting experience where we advised to most of the largest institutional investors in South Africa but also from our offshore investment management backgrounds.

Risk management

Investment markets are unpredictable in the short term and may deviate from what is expected. Hedging is a risk reduction or risk management strategy and can add significant value to any investment strategy. Hedging is a complementing strategy to other portfolios management techniques such as strategic and tactical asset allocation, diversification and ongoing rebalancing.

Performance monitoring

We empower investors to track their performance, the sources of returns and the risk taken to achieve such outcomes relative to the selected investment strategy, asset class benchmarks as well as institutional and retail peergroups. We provide transparency and meaning in the numbers to better equip decision-makers to manage their investment programme optimally.

Trustee training

Trustees need to empower themselves with adequate knowledge in order to make responsible investment decisions confidently. We tailor-make our training workshops and interactive sessions for Trustees and investors. The two consultants who provide Trustee Training Services have more than 40 years of investment experience and have consulted to most of the largest and most prestigious funds in South Africa.

Esg investing

We guide our institutional clients towards a deeper understanding of ESG. Our clients follow tailor-made ESG strategies that work. We implement such via a standalone Responsible Investment Policy, and we monitor the effectiveness via our proprietary ESG ScoreCard Reports.

Retirement Solutions

Employers of
umbrella funds

There are numerous aspects to evaluate before making a final decision on the most suitable umbrella fund provider. There is no one best answer for all employers. It is crucial to ensure that the umbrella fund provider you finally choose addresses all of your company’s requirements and that it can be tailored according to your specific needs.

Our advisors can assist you to select the most suitable umbrella fund provider after which we can assist to implement a best practice pre and post-retirement investment strategy.

View the 2025 Q2 Umbrella Fund Survey

Latest insights

Don't miss our latest insights.

We bring you a survey that offers an objective, transparent and institutionalised investment approach to empower decision-makers such as trustees, employee benefits consultants, financial advisors, and employers to understand better the various Default Investment options offered by Umbrella Funds in South Africa.

View all insights

Evaluating Umbrella Funds June 2021

Client Experience

Testimonials

“I had the most eye-opening and compassionate experience with the company. Braam is patient with me and explains everything about my investments. He goes over and above his service requirements. I lost my husband last year from cancer and GraySwan and Braam have been my rock in making me under... Read More

★★★★★

“The GraySwan team provided us with invaluable advice in setting up an investment portfolio when I retired. Everything was done in a very professional but friendly, personal manner – from a detailed analysis of our needs to the final investment selections and management of all the associated d... Read More

★★★★★

“The GraySwan team creates a sense of trust and transparency from the initial meeting which continues to unfold as the relationship develops to provide an individual person or company with outstanding tailored financial services. The difference with GraySwan is that one deals with a dynamic ... Read More

★★★★★

Precision Planning for a Future That Thrives.

GraySwan offers institutional investors the freedom to access investment quality.