Boutique Investment Partners (BIP) is an independent investment management and consulting firm that specialises in the provision of globally focused multi-manager investment management and consulting services to leading South African independent financial advisors, and their retail and institutional clients. BIP manages and consults on assets in excess of R65 billion, making it one of the most significant participants in the retail multi-manager arena in South Africa.

Boutique Investment Partners was formed in 2014 as a subsidiary of the Efficient Group. The core team of investment professionals representing BIP has previously worked together for many years at a major South African insurance based financial services group. The opportunity to establish BIP presented the team with the entrepreneurial environment to create a business focused solely on the investment interests, and wealth creation and preservation needs of clients. The BIP team comprises a strong and dedicated group of individuals with exceptionally strong investment skills and experience. Collectively the team has on average in excess of ten years of investment consulting and multi-manager investment management experience. The most senior team members have been involved in multi-manager investment management since the inception of the multi-manager industry in South Africa in the late 1990’s. The team boasts two actuaries and a number of CFA charter holders and candidates.

The investment team, and indeed the entire BIP business, have been structured and organised in a way that reflects our belief that exceptional service to our clients and the attainment of their long term investment objectives are the core of our business existence. Our investment capabilities are reflected in our suite of house view funds that exploit the global landscape of investment opportunities open to investors. We aspire to be a leading provider of global multi-asset investment solutions. This is to be achieved by leveraging off their five core competitive advantages:

• A well defined, globally competitive, robust and repeatable investment idea generation process.
• An intellectually-grounded, fundamental valuations-driven active asset allocation process.
• An innovative and dynamic portfolio construction process.
• A prudently informed manager selection process.
• A rational and therefore non-emotional manager de-selection process.
• A robust portfolio risk management process.

The BIP team manages and consults on client investments administered in Collective Investment Schemes (unit trusts), wrap funds on various Linked Investment Service Provider platforms and Employee Benefit platforms.

Our comprehensive service offering comprises:

• Investment consulting
• Investment management (both locally and globally focused)
• Chairing of and participation on client investment committees
• Investor reporting
• Ad-hoc client support