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The Glacier Invest Strategic Strategy Allocation (SSA)

Deliberately raising the benchmark.

How it works

More often than not, portfolio performances are compared to ASISA category averages. The problem with this benchmark is that these category averages include the performance of all funds in the relevant category – even the lower-quality funds – making it a sub-par hurdle for performance measurement.

Glacier Invest deliberately raises the bar by creating a new standard, the Strategic Strategy Allocation (SSA) – a high-quality benchmark against which the performance of our portfolios can be measured. Our starting hurdle is therefore automatically higher.

Our portfolio construction process is a rigorously disciplined one, which starts with the construction of customised benchmarks against which each of our risk-profiled portfolios’ performance can be measured. These customised benchmarks are referred to as SSAs (Strategic Strategy Allocations). They are created using high-conviction managers and strategies that increase the probability of robust returns in any market cycle. We only include the managers we have the most confidence in. These benchmarks are designed to beat the relevant peer group and are therefore more difficult to reach than peer benchmarks. They provide a better way to measure value-add and create greater transparency for investment committees.

The creation of these benchmarks enables us to execute repeatable investment evaluation and make disciplined, rational decisions around a portfolio of funds. The portfolios are diversified across investment styles, strategies and asset classes from various ASISA categories, ensuring that they are risk-managed throughout a market cycle.

Our SSAs

  • Are not just created with funds from the peer universe in which they compete – they include funds from across a range of fund categories to ensure that the very best capabilities are represented, irrespective of ASISA category
  • Have a core allocation from within the ASISA category, with some high conviction managers to complement the portfolio
  • Ensure exposure to a combination of investment strategies, such as traditional Fama-French styles, large managers and boutique managers, and active and passive funds

The SSA represents our best long-term view per risk profile for superior performance without any tactical weights applied.

For more about the Glacier Invest SSA, read our brochure.

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The information on this website is provided for information purposes only and should not be construed as the rendering of advice. Although we have taken reasonable steps to ensure the accuracy of the information, neither Sanlam nor any of its subsidiaries accept any liability whatsoever for any direct, indirect or consequential loss arising from the use of, or reliance in any manner on the information provided on this website.

If you need any assistance with financial planning or investment matters, we recommend that you contact an appropriately authorised financial planning professional.