ASSET MANAGEMENT

  • Capetra believes in developing its staff organically through an in-house training programme:
    • Overstaffing at the junior level and post-University to account for performance-based or natural attrition;
    • A mentoring and rotation programme, sharing processes and know-how, nurturing and developing truly global asset managers across multiple strategies and asset classes;
    • Retention through a discretionary long-term performance-based incentive plan for the benefit of qualifying staff.
  • The initial envisaged global emerging markets strategy, with a combination of top-down economic analysis and bottom-up fundamental analysis, provides a comprehensive training environment across asset classes and geographies.
  • Risk management and investment processes are replicable and will constitute a framework for the team in South Africa.
ASSET MANAGEMENT AND RISK OVERSIGHT
Legal Docs – MRPAs & Insurance ✓
Deals – Origination & Pipeline Mgt. ✓
Analysis & Execution – Deal & Fund ✓
Cash Management – Deal & Fund ✓
Liquidity & Operational Mgt. ✓
Performance & Risk Monitoring – Collateral, Default, Duration, Yield ✓
  • Team of professionals dedicated to servicing institutional investors
  • A thorough understanding of client requirements focused on delivering positive outcomes
BUSINESS DEVELOPMENT
Investor Education ✓
Marketing – Strategy & Execution ✓
Fundraising – Sales & Distribution ✓
Client Relationship Management ✓
Periodic Client Reporting ✓
Product Development ✓
Documentation ✓

Your journey to financial success starts here, At Capetra