IAM's Financial Overview and Growth Strategy
Positioned for resurgent growth in South Africa
Largest third-party asset manager by
AUM 1
Competitive investment performance
in underpenetrated opportunities:
1. Institutional equity
2. Advisor multi-asset
3. Advisor fixed income
■Compelling long-term track record:
83% of SA client assets have
outperformed benchmarks over 3 years
Position
Proposition
and 87% over 10 years²
First quartile performance: 75% of
Advisor assets over 10 years and 88%
over 5 years³
Performance
People
■ High conviction, specialist
capabilities with dedicated and
aligned teams
Backed up by industry-leading
service platform
Experienced South African business
leadership team
Well-resourced and long-tenured
investment teams (average of 12
years with the firm4)
Commitment to diversity and
transformation
25
Notes: 1. Source: Alexander Forbes Assets Under Management Survey, as at 30 June 2019. Excludes life assets and only reflects assets managed on behalf of South African clients; 2. Outperformance (underperformance) is calculated as the sum of the total market values for individual
portfolios that have positive active returns (negative active returns) on a gross basis (segregated funds) or net basis (pooled funds) expressed as a percentage of total AUM. Our % of fund outperformance is reported on the basis of current AUM and therefore does not include terminated funds.
Total AUM exclude double-counting of pooled products and third party assets administered on our South African platform. Benchmarks used for the above analysis include cash, peer group averages, inflation and market indices as specified in client mandates or fund prospectus. For all periods
shown, market values are as at the period end date; 3. Source: Fund performance and ranking as per Morningstar data using primary share classes net of fees to 30 September 2019. Peer group universes are either IA, GIFS or ASISA sectors as classified by Morningstar. Cash or cash-
equivalent funds are excluded; 4. South Africa-based portfolio managers.View entire presentation