Implemented Portfolio Solutions
Implementation aligned to your objectives
Tailored investment consulting
Our Implemented Portfolio Solutions offering provides a bespoke, high-touch investment consulting service designed for retirement funds, insurers, corporates, endowments, not-for-profit organisations and independent financial advisers. Our offering is built for clients who require disciplined portfolio construction, independent oversight and portfolio management services that can adapt with clarity to shifting markets and evolving financial needs.
One integrated approach
Implemented portfolio solutions reduce complexity by combining advice, investment research, discretionary implementation and ongoing governance within a single, coordinated offering.
This capability is underpinned by both our Category I and Category II licenses, ensuring that every recommendation and investment action is fully aligned to regulatory standards. Our team works closely with clients to build robust, objective-driven solutions tailored to their specific needs.
Stronger governance without added complexity
We believe the traditional advice-led asset consulting model carries structural pitfalls, including sub-optimal governance, duplication of responsibilities, fragmented decision-making and delays in execution.
Our implemented consulting model resolves these issues. By clarifying the roles, responsibilities and stewardship functions across trustees, boards and implementation partners, we enable asset owners to retain oversight of strategic investment decisions while delegating day-to-day implementation, monitoring and reporting to our experienced team.
Start your investment journey
No adviser? No problem. Get a quick online quote and start investing on your terms.
Your investment dashboard
Visit our online portal to manage your investments simply and securely.
What we do
We build portfolios that draw on the complete spectrum of investment options, including income assets, growth assets and alternative strategies. Our service combines rigorous research, disciplined asset allocation and active portfolio implementation.
Why partner with Hollard Investment Managers?
Our approach maximises certainty through investment processes anchored to clear objectives, reducing the risk of underperformance when liquidity or stability matters most.
We provide:
- Responsiveness and active portfolio management that captures opportunities and mitigates evolving risks.
- Enhanced use of your time and skills by delegating implementation to specialist investment professionals.
- Cut-through of the unnecessary complexity via streamlined decision-making frameworks.
- Simple, effective investment communication that empowers trustees, advisers and members.
Hollard Implemented Portfolio Solutions bring these elements together in a cohesive, disciplined and client-centred offering designed to deliver clarity, accountability and sustainable investment outcomes.
Need to get in touch with us?
Call us on 0860 202 202 or email
customercare@hollardinvestments.co.za