Company Overview

Portfolio Analytics (Pty) Ltd

Portfolio Analytics (Pty) Ltd (“Analytics”), FAIS #631, was formed by a management buy-out from Investec Asset Management in 2004.  Their total assets under management are ±R3bn. Portfolio Analytics is a Category II license holder that focuses on the management of the Analytics portfolios.  Their main business activity is asset management, with particular focus on Multi management and portfolio construction. The Analytics range of funds comprise of:

• Analytics Ci Balanced Fund of Funds
• Analytics Ci Cautious Fund of Funds
• Analytics Ci Managed Equity Fund
• Analytics Ci Moderate Fund of Funds
• Analytics Ci Worldwide Flexible Fund of Funds

Analytics is a full subsidiary of Analytics Holdings (Pty) Ltd which is in turn owned by management and staff.  The directors are: Dr Lance Vogel, Mr James Towell and Mr John Eckstein.

• Dr Lance Vogel: Chief Investment Officer, BSC (Hons), Masters (Sci) (UCT), Masters (Eng) (Univ of California), PHD (Wits) Dr. Lance Vogel is the Chief Investment Officer of the Analytics Group. Dr Vogel was head of the Investec Analytics business for 3 years, responsible for the management of the funds, the asset allocation and the manager selection. Prior to that he was with Peregrine Structuring, SBC Warburg and JD Anderson. He has a wealth of experience in derivatives research, product development and portfolio construction. Lance was rated by Financial Mail and Finance Week as one of the top three derivatives analysts for three years running. Before a career change took him into the world of finance, he was Chief Scientist at the Atomic Energy Corporation.

• James Towell: Managing Director: Analytics. Financial Director: Analytics Consulting.
  B Com, CAIB (SA). James is responsible for operations and the qualitative investment process. He brings eleven years of solid investment experience to the Group, all gained at Investec. He has an in-depth knowledge of the industry having worked as a private banker, a senior portfolio manager at Investec Securities and a regional manager at Investec Asset Management.

• John Eckstein: Managing Director: Analytics Consulting B Com, LLB, LLM (Tax law) RAU. John is responsible for the Group’s product development, legal and compliance. He spent seven years with Investec, mainly in Asset Management as a director of Investec Fund Managers and Investec Investment Management Services where he was responsible for product development, legal and compliance. John also worked for Investec Treasury where he developed local and foreign investment structures. Prior to this he was in legal practice with Jacobs Robbertse Inc.

Contact Us:

Tel no:         +27 11 463 9654

Email:          james@analytics.co.za

Website:      www.analytics.co.za