In recent years, rapid developments in technology – combined with changes to the socio-economic environment – have pushed investment management to the forefront of social and economic change. The need for increased and sustainable long-term investment returns at lower costs is an important part of this change, and has hastened the need for a new breed of asset manager to meet these increasingly-stringent requirements

 

We create index-based investment products and systems and/or technology solutions for institutional-, semi-institutional- and retail clients. Our products and solutions are enhanced by shedding all the unnecessary, invisible and unfair fees that investors are often charged.

Index Solutions is a majority black-owned asset manager and Level 2 BBBEE contributor. It was established in late 2011 in response to South Africa’s need for low-cost investment products and solutions.

 

Management Team: 

Waheed Swales – CEO & Portfolio Manager

(Acting under supervision as a key individual & representative as mandated by the FSCA per the FAIS Act) – Waheed arrives with a background in Econometrics, Economics, Mathematics, Quantitative Finance, Actuarial Science and Statistics. He holds an MSc in Mathematical Statistics, with a research specialisation in Financial Mathematics and Financial Economics, along with a BCom (Hons) in Econometrics. Having spent the first few years of his career in the retirement benefits sector; he transitioned to asset management with a background in investment operations, and exposure to a wide array of asset classes, LISP and multi-managed platform experience. He also has a keen academic interest in autonomous systems, deep learning, and machine learning applications within the investment management space.

  pic_solms_justin Justin Solms – Portfolio Manager

Justin holds a Bachelor of Science Degree in Engineering (Bsc.Eng) and a Master’s Degree in Electronic Engineering (M.Eng) from Stellenbosch University. Justin started his career life in the aerospace industry before moving to the asset management industry. Justin is a leader in the quantitative index investment industry and also an academic of Artificial Intelligence (AI). Justin is the founding member of Index Solutions.

 

Ayanda Raziya – Business Innovation and Growth Architect

(Acting under supervision as a representative as mandated by the FSCA per the FAIS Act) – Ayanda has a Post Graduate Diploma in Financial Planning from the University of Stellenbosch and a Bachelor of Economics from Rhodes University, and is currently completing her Master’s in Business Administration from Wits Business School. started her career in the asset management sector 10 years ago starting off in operations and growing through to distribution she has had exposure to various parts of the business which includes working closely with portfolio managers in driving out their strategy to both retail and institutional clients. She believes that a business that truly understands the needs of its clients through innovative and simple solutions will find itself having a competitive edge. She is passionate about investor education and the adoption of fintech in investments.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Directors:

Dr Iraj Abedian – Chairman & Non-Executive Director

Iraj holds a PhD in economics from Simon Fraser University, Canada. Iraj was extensively involved in economic and financial policy as well as the institutional restructuring of South Africa’s public policy after 1994 and currently holds board positions at some of South Africa’s most important companies and institutions. Iraj is a prolific researcher and has written numerous articles and co-authored a number of books. He is an honorary Professor of Economics at Graduate School of Business, Nelson Mandela Metropolitan University, Port Elizabeth.

 

Anisha Gordhan – Non-Executive Director

Anisha was recently appointed CEO of Pan-African Capital Holdings Proprietary Limited.

Anisha’s career began as a management consultant at a top-tier consultancy. In 2006, she joined Investec’s on-balance sheet private equity investment division where her role spanned across originating, structuring and negotiating, executing and overseeing investments. After leaving Investec in 2017, Anisha helped establish and was appointed co-CEO of a black-owned, black women-owned private equity fund, Sana Partners. Anisha has worked with over 20 companies in her 15 years experience in the private equity industry which has provided her with deep insight and experience across various industries and all aspects of the investment value chain.

Anisha has previously served on the boards of DCD Group, Elgin, Brown and Hamer Group Holdings, Vox Telecom, Spring Lights Gas, FFS Refiners and the Afrit Group. She holds a Bachelor of Commerce degree from the University of Natal (Durban) and is an alumnus of the Harvard Business School where she completed an executive MBA.

 

Mark Baisley – Director

Mark has a Bachelor of Accounting and was appointed to the Index Solutions board in 2017. Marks current role is of Managing Director of Automated Outsourcing Services Propriety Limited (AOS) who is also the major shareholder of Index Solutions. Mark joined AOS in 1999  holding various positions such as Operations and Finance Director prior to becoming its Managing Director in 2011. Mark also serves on the board AOS’s Nominee Company and its Mauritian subsidiary Nabla and is a Key Individual of AOS.

 

 pic_solms_lance Lance Solms – Director

Lance’s corporate responsibilities include that of executive director and head of retail business development and customer relations at Itransact, a leading South African investment platform. Lance began his career in financial services industry in 1992 and worked for companies such as Protea Life, Templeton Asset Management and Cadiz Wealth. Lance holds qualifications in advertising and marketing and is a certified director and member of the Institute of Directors (SA).