Companies & Institutions

We develop investment portfolios that help institutional investors, insurance companies, pension trustees, private businesses and government agencies maximize return through different asset allocation / portfolio strategies. We provide these services at very competitive fees.

Pension Funds

We manage Tier II (both Occupational Pensions and Master Trust Schemes) and Tier III pension contributions, and are committed to developing innovative approaches to retirement planning. Our voluntary benefits / welfare funds are designed to provide more flexibility for companies and employees to better handle welfare and long-stay compensation issues.

Tier II Schemes

We are committed to developing innovative approaches to pension fund management …

Tier III Schemes – Provident Funds

Voluntary Tier III pension schemes are structured to provide more flexibility for companies and …

Corporate Funds

Regardless of your institution’s needs, InvestCorp’s team of investment professionals in managing corporate and institutional funds ensure that conversations of downside risk attributable to changes in financial market prices, interest rates and exchange rates, that could potentially affect the value of your investments are had with you.

We provide a wide range of corporate fund management and advisory services with the focus of providing solutions and delivering results. Our services include:

Corporate Portfolio Management

InvestCorp’s solutions to Institutions and Companies allow us to invest on your behalf via various …

Endowment Funds

InvestCorp believes in empowering organizations to make investment decisions that support …

Group Personal Schemes/Investment Clubs

We provide this solution as a disciplined approach to investing through our Investment Club …

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We manage Tier II pension contributions of

1. Employer Sponsored Occupational Pensions Schemes – membership limited to the employees of an institution and
2. Master Trust Schemes – membership open to employees of different organizations

We are committed to developing innovative approaches to pension fund management. Our commitment to innovation and strong technical competencies make us your pension fund manager of choice for the future.

Voluntary Tier III pension schemes are structured to provide more flexibility for companies and employees, than in the case of the Tier I and II schemes, to better handle welfare and long-stay compensation issues and positively influence employee retention. InvestCorp encourages the set-up of Tier 3 pension schemes to enjoy the benefits available to employees as well as the employer.

InvestCorp’s solutions to Institutions and Companies allow us to invest on your behalf via various portfolio structures designed on the basis of an agreed mandate. Our solutions are targeted at corporate bodies who desire to manage excess cash and earn competitive returns by investing in either short, medium or long-term securities.

We provide a wide range of investments options to take advantage of multiple asset classes such as currencies, private equity, real estate funds, emerging market mutual funds, frontier market bonds, and pan-African listed equities, Eurobonds while we manage your liquidity needs to ensure that funding is available when it is required.

InvestCorp believes in empowering organizations to make investment decisions that support their mission. The existence of an Endowment Fund (EF) safeguards the future of institutions, ensuring a sustainable organization.

We help you understand in details what EFs are and how they will affect the interested organization’s business. We engage Endowment Funds (already established and new ones) on

1. Overall strategy
2. Payout policy
3. Investment policy definition
4. Fundraising
5. Fund growth simulation

We provide this solution as a disciplined approach to investing through our Investment Club arrangement. Any group of individuals with a medium to long-term investment outlook and shared investment goals and philosophy e.g. old students’ associations, church groups, colleagues, friends, families, etc. can set up a group personal schemes.

We provide institutions and organized group, services that are second to none. Our

team will explain to you the power of the collective in achieving a specified purchase. For group investments we offer:

1. Customized investment solutions & competitive returns
2. Diversified and safe investment portfolios
3. Easy access to member statements ensuring transparency
4. A robust structure that accurately tracks member contributions, automatically distributes returns and eliminates reconciliation conflicts
5. Proactive advisory through which members are periodically updated on relevant market developments

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