COLLABORATING
FOR INVESTMENT
RESULTS

At Affinity, the cornerstone of our success is to bring together the right network of people and package the best solution that combines product, advice and asset management, all for the benefit of our investors.

With you as our collaborative partner, we match your wealth advice with the most favourable investment products to match the client’s investment objectives. It allows each of us to specialise in areas where we can focus on being innovative, and integrate our strengths to deliver optimal returns for investors.

Together, we are stronger than we are apart as our partnership provides for the best combination of wealth and portfolio development, thereby achieving the best possible outcome for clients.

Affinity Capital Management
Collaborating for Investment Results

COLLABORATING
FOR INVESTMENT
RESULTS

At Affinity, the cornerstone of our success is to bring together the right network of people and package the best solution that combines product, advice and asset management, all for the benefit of our investors.

With you as our collaborative partner, we match your wealth advice with the most favourable investment products to match the client’s investment objectives. It allows each of us to specialise in areas where we can focus on being innovative, and integrate our strengths to deliver optimal returns for investors.

Together, we are stronger than we are apart as our partnership provides for the best combination of wealth and portfolio development, thereby achieving the best possible outcome for clients.

Affinity Capital Management
Collaborating for Investment Results

COLLABORATING
FOR INVESTMENT
RESULTS

At Affinity, the cornerstone of our success is to bring together the right network of people and package the best solution that combines product, advice and asset management, all for the benefit of our investors.

With you as our collaborative partner, we match your wealth advice with the most favourable investment products to match the client’s investment objectives. It allows each of us to specialise in areas where we can focus on being innovative, and integrate our strengths to deliver optimal returns for investors.

Together, we are stronger than we are apart as our partnership provides for the best combination of wealth and portfolio development, thereby achieving the best possible outcome for clients.

Affinity Capital Management
Collaborating for Investment Results

OUR INVESTMENT PHILOSOPHY

The primary intent of our business is to align client needs and desired outcomes with the advice process and the implementation of investment solutions. Our investment process thus starts by establishing an appropriate client outcome and benchmark and then building solutions that have the best chance of meeting our client needs and investment objectives. We take a holistic view of both the client and the investment universe in determining the most appropriate solutions, which include a combination of our core unit trust range, third party unit trusts, model portfolios, private share portfolios and private equity portfolios.

We have adopted a long-term strategic asset allocation framework as a basis for our investment solutions. Over long investment time horizons comparisons between active managers and passive strategies show that very few active mangers outperform an efficient frontier and thus a core component of our solutions, where appropriate, utilises passive and rules-based strategies to access the market optimally. Active managers are included in our solutions where they have a proven track record of generating excess returns. Since asset allocation is the greatest predictor of portfolio volatility, we construct our portfolios with a clear mindset to risk mandates using a building block approach. This allows us to increase risk and returns in a predictable and measurable manner, creating distinct portfolios by simply increasing or decreasing the weightings of asset classes. An additional layer of portfolio risk management is introduced through diversification both across asset classes and within asset classes. We devote a great deal of time and resources aimed at identifying and extending our asset class categories and how best to access them.

Finally, we believe that a dynamic asset allocation framework can add value to portfolio returns when asset class return profiles and correlation behaviours are understood in different market regimes. Ongoing management of our investment solutions thus centres on understanding market regimes and the behaviours of asset classes in different market cycles. Through our proprietary models we assess certain lead indicators of market cycles and use this to position portfolios optimally for the expected market environment. Based on the signal strength of the lead indicators we will then implement appropriate tilts to the long-term Strategic Asset Allocation weightings.

Asset class return expectations and correlations change in different market cycles. We have thus adopted a dynamic asset allocation approach, which allows us to tilt away from our long-term strategic asset allocations through different market cycles. The size of these tilts is informed by the signal strength of various lead indicators.

The primary intent of our business is to align client needs and desired outcomes with the advice process and the implementation of investment solutions. Our investment process thus starts by establishing an appropriate client outcome and benchmark and then building solutions that have the best chance of meeting our client needs and investment objectives. We take a holistic view of both the client and the investment universe in determining the most appropriate solutions, which include a combination of our core unit trust range, third party unit trusts, model portfolios, private share portfolios and private equity portfolios.

We have adopted a long-term strategic asset allocation framework as a basis for our investment solutions. Over long investment time horizons comparisons between active managers and passive strategies show that very few active mangers outperform an efficient frontier and thus a core component of our solutions, where appropriate, utilises passive and rules-based strategies to access the market optimally. Active managers are included in our solutions where they have a proven track record of generating excess returns. Since asset allocation is the greatest predictor of portfolio volatility, we construct our portfolios with a clear mindset to risk mandates using a building block approach. This allows us to increase risk and returns in a predictable and measurable manner, creating distinct portfolios by simply increasing or decreasing the weightings of asset classes. An additional layer of portfolio risk management is introduced through diversification both across asset classes and within asset classes. We devote a great deal of time and resources aimed at identifying and extending our asset class categories and how best to access them.

Finally, we believe that a dynamic asset allocation framework can add value to portfolio returns when asset class return profiles and correlation behaviours are understood in different market regimes. Ongoing management of our investment solutions thus centres on understanding market regimes and the behaviours of asset classes in different market cycles. Through our proprietary models we assess certain lead indicators of market cycles and use this to position portfolios optimally for the expected market environment. Based on the signal strength of the lead indicators we will then implement appropriate tilts to the long-term Strategic Asset Allocation weightings.

Asset class return expectations and correlations change in different market cycles. We have thus adopted a dynamic asset allocation approach, which allows us to tilt away from our long-term strategic asset allocations through different market cycles. The size of these tilts is informed by the signal strength of various lead indicators.

WHO WE ARE

Affinity Capital Management was founded in 2015 in partnership with Futurity Wealth Management & Serala Wealth Managers.

The intention of which is to establish a community of Wealth Managers willing to disrupt an industry and align themselves with international standards. A partnership with Affinity provides advisors and their clients with both a business and an investment solution that will accelerate their growth and ensure their sustainability in a dynamic global investment environment.

Affinity has partnered with Analytics Consulting, an independent investment consulting business, to access and leverage off their specialist investment skills. This business relationship provides Affinity with access to sophisticated research, reporting tools and to a robust advisory panel that will complement our investment committee to conform with regulatory standards and governance requirements.

Experienced and qualified investment and research team:

ADVICE PARTNERS

ADVICE PARTNERS

Futurity Wealth Management is an independent financial services provider, offering robust and effective portfolio construction, administration and management.

Our independence has allowed us to develop, create and manage bespoke solutions for our clients that mitigate risk and create long-term financial value.

“Building your future collectively.”

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Serala’s wealth managers focus on designing and selecting the correct financial solutions to safeguard, preserve and grow clients’ wealth.

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CONTACT US

Tel. 011 262 2740
admin@affinitycapital.co.za

Block G, Pin Mill Farm, 164 Katherine Street, Sandton, 2196

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