About Us

The STANLIB Index Investments team specialises in designing and managing index, smart beta and quantitative investment strategies. STANLIB has been managing money in similar strategies since 1995.

The Team

Brian Kipps
Managing Director

BBusSci(UCT), FIA, FASSA, CFA, AMP(MIT)
16 years of industry experience

Lebohang Pule
Head of Portfolio Management

B.Econ.Sci (Actuarial Science & Mathematical Statistics), BSc Hon (Actuarial Science)
9 Years of experience

Fazila Manjoo
Head of Research

BSc(Actuarial Science, Mathematical Statistics), PGDip in Management(Actuarial Science), Dip(Actuarial Tech)
12 years of industry experience

Wehmeyer Ferreira
Chief Operating Officer

BCom(Hons)(Financial Analysis), CFA
9 years of industry experience

Ryan Basdeo
Portfolio Manager

BCom(Taxation), Registered Security Trader
11 years of industry experience

Ann Sebastian Portfolio Manager

BSc(Hons)(Advanced Mathematics of Finance)
5 years of industry experience

Bokang Koela
Quants Analyst

MSc(Financial Mathematics)
1 year of industry experience

Samantha Cotterell
Consultant: Strategy and Execution

MPhys (Oxon), IMC, ASIP
13 years experience

Investment Philosophy

Our investment philosophy ensures that we make the right investment decisions for our clients and that we deliver on our investment promise to them. Below are our four guiding principles:

Simple

Financial markets can be complex. We manage the complexity and provide you with simple solutions that are easy to use.


Low cost


High asset management fees can significantly erode your wealth over time. We keep costs low and use the power of compound interest to grow your money.


Transparent


Human emotions can get in the way of disciplined investing. We manage strategies that are rules-based and transparent with deep roots in sound academic research.


Flexible


Different circumstances require different investment strategies. We provide you with the building blocks and tools to maximise the chances of achieving your investment goals.


Investment Process

Our investment process is simple – we aim to replicate each fund’s benchmark index as closely and efficiently as possible.

For most funds, we therefore follow full replication of the index, meaning that we buy each constituent of the index in the same weight as it is held in that index. For some funds with less liquid constituents we may use an optimisation process. This replicates the performance of the index using a representative sample of liquid securities, being careful to match the risk and return of the index as closely as possible.

The team rebalances the portfolios at pre-set intervals to ensure close alignment to the indices. Portfolios are also revised on an ongoing basis for corporate actions, adhoc index changes and client cash flows. Trades are executed as efficiently as possible and with minimal trading costs. Risk management is a key component and is monitored daily.