Old school asset management provides clients with a managed investment structure where a "one
size fits all approach" is the investment solution.
Emperor's asset management offering allows clients to:
- Tailor an investment solution to meet their risk and return requirements
- Model portfolio allocation to uniquely match their stock preferences
- Effectively manage and access the cash component of their portfolio and level
- Adjust your level of gearing in response to market conditions
- Benefit from low-cost infrastructure and execution costs
In the result, an investment solution that can be adjusted according to your life stage, risk profile and
required return on investment, underpinned by a high degree of effective risk management.
Radio Interview with Tom De Lange - Emperor CIO 
Transparency
Building a trusted relationship requires total transparency.
At Emperor:
- You receive daily transactions reports and monthly performance reviews
- Your portfolio holdings are always only one click away
- You can track your investment performance from day to day
- Our fund managers are always available
Our philosophy is that the right investment solution is a marriage of science, skill and discipline
coupled with a deep and trusting client understanding. Fundamentally, Emperor exists to serve
the interests of its clients. To achieve this, Emperor operates off a low-cost operating model and
leverages off extensive access to a dedicated sales team.
The investment solution provides:
- Bespoke investment solution
- Tax-effective income streams
- Above-market returns
- Aligned incentives
- Leveraged market access
- Effective risk management
Emperor sector distribution
Market challenger
The traditional "one size fits all" asset management approach and attitude to clients, costs, risk,
information and transparency needs revision. Our approach challenges the market participants at all
levels and deliver extraordinary investment returns to our clients.
Old School Asset Management
Investment solution
- One size fits all product offering
- Infrequent portfolio reviews
- Value oriented risk management
- Minimum investment period
Transparency
- Limited monthly reporting
- Limited/ no reporting on individual shares
- No indication of key risk metrics beta or alpha
Cost
- Cost structure based on fees as opposed to performance
- Entry and exit costs
New School Asset Management
Investment solution
- Allocation of portfolio custom made to suit your needs
- Portfolio is reviewed every 2/3 months
- Personalised risk management according to your lifestyle
Transparency
- We give you a detailed disclosure of our investment approach
- Monthly daily statement which includes:
- Position
- Initial and closing prices
- P&L movement
- Margin requirement
- Net equity of each share in your portfolio
- Reports include Market Strength Indicators:
- Alpha (measure of risk-adjusted performance against a benchmark)
- Beta (the measure of an asset's risk in relation to the market)
- Upside and downside capture
Cost
- Performance fee:
20% of performance that exceeds the JSE ALSI
Annual management fee: 1.2 %
Brokerage fee: 0.5% per trade
- Tax free income while capital grows over the long term
- Smoothed out returns to balance bad months
