Your

Investment

Compass

YOUR INVESTMENT COMPASS

About Us

We are all on our own financial journey.
Each with our own unique place of departure.
Each with our own destination.
While everyone’s end goal is different, we are all in it for the long run.
As those who are looking to make a quick buck drop out along the way, the ones who persevere make it to their end goal.
They weighed the risks.
They have stayed the course.
And they did it because they made sure that they started their journey ensuring their likelihood of success.
YOR INVESTMENT COMPASS
QUEST is managed by the experienced team at Analytics Consulting where your investment will be actively monitored by a team of investment professionals.
Analytics Consulting is an independent investment consulting and product development business that has provided investment services and bespoke product solutions to the top financial services businesses in South Africa for over 18 years.
We have expertise in constructing Securities, Multi Manager and Multi Asset Portfolios.
In addition, the Analytics Consulting team provides operational and governance support and monitoring of portfolios.
The team has combined industry experience of over 120 years’ in actively managing portfolios.
From Bcom graduates, CFA candidates, qualified CA(SA) and CFA members to PhD’s, with varied backgrounds and skills, the team is able to create a unique balance of security selection, fund manager research and asset allocation to provide suitable diversified, actively managed, cost-efficient portfolios.

Analytics Consulting is an Authorised Financial Services Provider, FSP No 18490.
YOUR INVESTMENT COMPASS

Investment Process

Philosophy

QUEST portfolios are underpinned by the belief that broader asset class diversification enhances the risk-adjusted returns of portfolios. We believe that within each asset class there is a role to optimally combine active and passive investments over the business cycle and that investment holding companies are superior long-term wealth creation vehicles for investors. QUEST portfolios are actively managed, guided by business cycles, growth and inflation outlooks, as well as valuations.
YOR INVESTMENT COMPASS

Process

Each portfolio has an established, long-term neutral asset allocation across a broader set of asset classes. Active asset allocation decisions are considered relative to these neutral positions, based on business cycle indicators, the outlook for growth and inflation, and the valuation of the respective asset classes. Within each asset class, the portfolio manager aims to identify a core allocation of active managers, ideally implemented through the use of closed-ended funds. Passive instruments are used to reflect short-term tactical views, as these instruments are more liquid and can be traded at lower fees. QUEST portfolios are well diversified across asset classes and external capital advisors.

Investment Process

Our Offering

We provide a full range of diversified portfolios, both local and offshore, suited to every life stage. Our portfolios are diversified in underlying holdings and sectors, offering both multi-asset and equities portfolios.
| Analytics Consulting is an Authorised Financial Services Provider, FSP No 18490.
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