Overview

Boutique Investment Partners (BIP) is an independent investment management and consulting firm that specialises in the provision of globally focused multi-manager investment management and consulting services, to leading South African independent financial advisors and their retail and institutional clients. The firm was established in 2014 as a subsidiary of the Efficient Group. The investment team, and indeed the entire BIP business, has been structured and organised in a way that reflects our belief that: exceptional service to our clients and the attainment of their long-term investment objectives are at the core of our business existence. We aspire to be a leading provider of global multi-asset investment solutions. We aim to achieve this through the application of the following core competencies: + A well-defined, globally competitive, robust and repeatable investment idea-generation process. + An intellectually grounded, fundamentally valuations-driven, active asset-allocation process. + An innovative and dynamic portfolio construction process. + A prudently informed manager selection process. + A rational and therefore, non-emotional manager de-selection process. + A robust portfolio risk management process. BIP manages or consults on assets in excess of R 55 billion, on behalf of more than 40 clients, making it one of the most significant participants in the retail multi-manager arena in South Africa. Our investment capabilities are reflected in our suite of house view funds — the BCI Best Blend Series — that exploit the global landscape of investment opportunities open to investors.