Independent · Institutional · Governance-first
Alpha Retirement is an independent investment consulting firm for South African retirement funds. We advise boards on strategy, managers and governance — and our counsel answers to your members alone.
Assets under advisement
R30bn
Alpha's counsel now guides approximately R30 billion in client assets — institutional mandates, advised at senior level.
Retirement fund boards decide in an environment of information asymmetry — complex manager narratives, selective performance, and little time to test either. Our job is to close that gap with structured, independent analysis.
Our focus is independent advice — strategy, manager research and governance for boards. Every advisory mandate is ring-fenced by design: your board pays for the advice, your board owns the advice, and your members' outcome is the only score that counts.
When Alpha advises a fund, the advice serves that fund alone. A structural firewall separates our counsel from every commercial interest, so each recommendation serves one thing — your members' outcome. Independence isn't a slogan here; it's how the relationship is built.
A single, senior relationship across the full advisory mandate — independent of any product.
Investment policy and strategic asset allocation, modelled to income outcomes.
Structured research, scoring and due diligence against a documented framework.
Compliance monitoring and reporting kept current with the fund's mandate.
Quarterly performance, risk and attribution reporting to the board.
Success isn't a quarterly ranking against a peer group. It's the probability that a member retires with enough income to live on. That is the outcome we hold every recommendation to.
That outcome runs through everything — strategic allocation, life-stage design, and the managers we recommend.
We're happy to have a confidential, no-obligation conversation about your fund and whether Alpha is the right fit.
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