/Investments

Below is a list of services we can offer on the investment side:

We have access to a variety of top actuarial investment experts and juniors, and projects we have been involved in have been far from standard; involving inter alia big data sets, unconventional assets and locum positions. We have become adept at doing the weird, messy and difficult jobs which nobody else wants.

Locums

  • Providing experts to temporarily occupy empty positions in corporates (e.g. whilst hiring).
  • If needed, the locum may document the processes and people involved in the position, for easy transition, and permanent storage of intellectual capital.

Unit Trusts:

  • Investigating Asset Liability Mismatches
  • Calculating per client adjustments to make to correctly compensate for historical transactional errors, and unit pricing errors.  We are experienced at working with big datasets.
  • Setting fees, setting up funds[1]
  • Managing co-naming / co-branding / white labelled agreements
  • Engaging FSCA regarding the regulatory environment
  • Platform management & improvement[2]
  • Assessing & improving overall fund offering[3]

Fee Disclosures:

  • Disclosure: Calculating TERs and transitions costs

Market Research:

  • For new and existing investment fields
  • Setting up capabilities for new investment fields

Liability Driven Investments

  • Market Research
  • Proposing, building and Reviewing models
  • Marketing & sales advice

Alternative Investments

Future Studies

Peer reviews

Complex calculations

Transition Management

[1] FSCA actions, administrators, determining launch TER, …

[2] For example, IT interface, fund fact sheets, member queries, graphing and other displays, etc

[3] For example, the Mandate

Global consulting resources at your fingertips

We have assembled a truly global team of very experienced actuaries who have the knowledge and capabilities to partner with you in any project you see as top priority. The experience provided above encompasses the vast knowledge of some of our actuaries and enables us to start a conversation about where you are headed and how we can help you get there. Each assignment is most certainly unique just like your very own business. There are 2 major things we see as differentiating you from your competition. Firstly the products you have available and secondly how you manage those products. Efficiency and reliability is never a zero-sum game but rather a series of management decisions utilising the resources you have, to achieve your desired outcome. Every golfer needs a top-class caddy and we have been walking the fairways of this industry; knowing which obstacles to avoid and from where to try and hit the green. As a new turnkey actuarial services provider, we are only 10% busy at the moment which allows us to spend 90% of our effort to make you more efficient.

Your performance before vs after Virtual Actuary is involved

A – Things were going so well until we moved into all those other countries

B – I think I’m going to give Virtual Actuary a call

C – Having the extra capacity is really empowering the other staff

D – Now this is the vision for where my business should be headed

Why choose us?

Virtual Actuary is a level 2 BEE service provider with a team of experienced actuaries who have a thorough insight into the South African insurance industry. Collectively our in house skill set incorporates over 40 actuaries who have each in their own right reached the highest level within their respective previous employers

We can be reached accordingly.

+27 21 433 1512 / +27 83 570 2272 / info@webaddress

As a leaner operation, we'll extend those cost savings on to you

We can’t wait to hear all about your ambitious plans and how we can get involved timeously and affordably

Let's get your plan of action down on paper so we can get started

Our business is founded on being pre-emptive, precise and practical. How refreshing!

We can also be reached via our contact now page