investment administration overview
Sygnia offers institutional clients the option of designing their own investment strategies, and implementing those strategies using Sygnia's investment skills, administration capabilities and leading edge technology.
The flexibility offered by Sygnia is unrivalled. At the heart of that flexibility lies a combination of our extensive investment experience and a unique and powerful proprietary system, Sygnia Platinum.
Sygnia Platinum is a new generation investment administration system. Designed using the leading edge Visual Basic .Net 3.5, and incorporating the latest WCF and WPF technologies, the system provides a complete solution for financial firms specialising in managing and implementing investment strategies for institutional clients. At its core lies an administration platform backed by a powerful data warehouse. The core is surrounded by a constellation of applications, including multi-tier unitisation, portfolio management, performance analytics and attribution, compliance, client management and reporting, unify all the operational processes into an integrated whole. Clients can access Sygnia Platinum data and functionality across wide area networks, allowing geographically diverse offices to use the same centralised services and databases.
customised multi-manager services
Increasingly, institutional clients prefer tailor-made investment strategies which take into account their specific requirements, risk tolerances and performance needs. Sygnia offers such clients complete flexibility of choice and design. Within our customised multi-manager services, Sygnia offers:
Product Design
Asset Manager selection advice
Asset allocation optimisation
Access to standard unitised multi and single manager building block portfolios
Access to client-customised single manager portfolios
Investment Management
Cash flow management
Rebalancing to strategic asset allocation models using client-approved optimisation algorithms
Administration
Cash management
Daily unitisation
Client-defined accrual calculations
Reconciliations
Statutory reporting
Client reporting
Communication with custodian banks, administrators and asset managers.
The above can be combined with any of the services listed in the Additional Services section for an extraordinary and complete client experience.
investment administration
For clients seeking pure investment administration services, Sygnia offers an exceptional service in terms of comprehensiveness, rigour of execution and uncompromising standards. Sygnia currently provides those services to institutional clients in South Africa and abroad. Since April 2009, Sygnia has provided investment administration on a 24-hour basis to accommodate institutional clients across different time zones.
The investment administration services include:
Cash flow management
Rebalancing to strategic asset allocation models using client-approved optimisation algorithms
Cash management
Daily unitisation
Client-defined accrual calculations
Reconciliations
Statutory reporting
Client reporting
Communication with custodian banks, administrators and asset managers.
The above can be combined with any of the services listed in the Additional Services section for an extraordinary and complete client experience.
additional services
A range of additional services offered by Sygnia make our investment administration service highly adaptable. Clients can choose as few or as many of our services as their desire. Cost efficiency and transparency are thus built into the service offering.
In addition to its investment management and administration services, Sygnia offers:
Performance Analytics
Performance analysis
Risk attribution
Performance attribution
Customised Reporting
Client-defined layout, content, branding and frequency of investment reporting
Full performance analysis service allows for comprehensive reporting which meets the varied requirements of different stakeholders
Transition Management
Asset take-on management at cost effective execution only rates
Transition management is offered as a free service to all clients investing in Sygnia’s products
Legal Structuring
Sygnia Life license enables Sygnia to offer its clients pooled portfolio structuring at no additional cost
