Corporate investment committee in Cape Town

Corporates and institutions

Governed asset stewardship for accountable organisations.

We support companies, boards, committees and institutions that need disciplined investment policy, liquidity planning, risk oversight and clear reporting.

Institutional solutions

Corporate capital needs more than a return target.

Board and committee decisions must stand up to scrutiny. We help define purpose, liquidity, risk limits, time horizon, governance roles, manager selection criteria and reporting standards before money is moved.

Treasury

Cash and Liquidity Policy

Design rules for operating cash, reserve cash, restricted cash and investment cash with clear access requirements.

Structure treasury

Investing

Corporate Investment Mandates

Build mandate language for income, balanced, capital-preservation or growth portfolios with documented constraints.

Design mandates

Governance

Investment Committee Packs

Board-ready reporting that turns performance, risk, fees, asset allocation and action items into a clear decision record.

Improve reporting

Retirement

Retirement Fund Thinking

Support committees with contribution context, risk education, asset-class explanation and member communication themes.

Support committees

Responsibility

ESG and Stewardship Lens

Consider governance, sustainability, concentration and reputational risk where these factors matter to the mandate.

Review stewardship

Education

Executive Wealth Education

Plain-language sessions for senior teams on markets, cash management, risk, retirement and personal financial resilience.

Educate leaders

Board-ready process

Documentation turns good judgement into institutional memory.

Corporate money changes hands through people, but accountability lives in the record. We help leadership teams create a repeatable rhythm for agenda setting, mandate review, risk monitoring, manager conversations and decision capture.

Policy: investment purpose, prohibited instruments, liquidity minimums, delegation and escalation rules.

Mandate: asset classes, benchmarks, risk limits, income targets, currency exposure and review dates.

Reporting: performance attribution, fees, drawdowns, exposures, credit quality, liquidity and action items.

Review: scheduled committee conversations tied to market movement, cash needs and organisational events.

Quarterly committee rhythm

1 Confirm cash requirements and policy exceptions.
2 Review performance, risk and liquidity against mandate.
3 Discuss changes in rates, currency, credit and business outlook.
4 Record decisions, responsibilities and follow-up dates.

Mandate types

Choose an investment job before choosing the investment.

A corporate portfolio should have a defined use. We help committees separate capital by purpose so a short-term reserve is not exposed like a growth portfolio, and a long-term endowment is not trapped in low-return cash for convenience.

Capital preservation

For known obligations, restricted reserves and money where drawdown tolerance is low.

Income and liquidity

For organisations that need yield but must maintain access for operations, projects or obligations.

Balanced growth

For longer-term reserves where the mandate can tolerate market movement in pursuit of real growth.

Risk controls

Institutional confidence improves when liquidity, concentration, credit, currency, manager, operational and reputational risks are visible before a meeting begins.

Governance support

Make oversight easier for directors, trustees and executives.

We can support investment committees with agenda notes, decision frameworks, manager questions, education material and clear reporting packs. The objective is not complexity; it is evidence-based governance that busy leaders can use.

Investment policy statement review
Liquidity and cash-flow stress testing
Portfolio exposure and concentration review
Fee, mandate and service-level transparency

Corporate outcomes

What better governance can unlock.

Cleaner decision rights

Everyone knows who recommends, who approves, who implements and who monitors.

Reduced idle cash

Surplus cash is assigned to operating, reserve, restricted or investment purposes.

Sharper reporting

Executives see what changed, why it matters and what decision is required.

More resilient capital

Policy, diversification and review discipline reduce the chance of reactive decisions under stress.

Next step

Put structure around corporate capital.

Start with a mandate conversation. We will help your team define purpose, liquidity, risk and reporting before discussing implementation.

Book a consultation