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p2intl links with morningstar obsr

19 Oct 12

P2international, part of Sanlam Investments International, has partnered with Morningstar OBSR as Sanlam prepares to introduce the P2strategies investment process across the full range of its savings products.

P2international, part of Sanlam Investments International, has partnered with Morningstar OBSR as Sanlam prepares to introduce the P2strategies investment process across the full range of its savings products.

P2international, which was bought by Sanlam in May this year, said it has entered into a Ratings Licensing Agreement with Morningstar OBSR which will be available to all  end clients of Sanlam Global Investment Solutions and P2.

The ratings service will also be available on P2strategies, a process designed to manage the risk of investing in equities. Essentially the strategy seeks to capture equity upside, while minimising losses due to unexpected movements in the market and can limit losses by significant percentages by adding a hedging process.

Financial risk management firm Milliman also provides advice on the strategy.

P2strategies is currently available through an offshore bond Sanlam launched into the UK in March this year. However, Cobus Kruger, managing director of Sanlam Global Investment Solutions and chief executive of P2international, told International Adviser that the company now plans to roll the strategy out across its full range of products, including its SIPP, ISA and other saving and investment products over the coming weeks.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.