We are a boutique, owner-managed and client-centred business with a dedicated focus on analytical innovation and a disciplined quantitative approach in everything we analyse, investigate and attribute. Our motto is "always count". We believe our quantitative analysis, our new way of thinking and our fresh reporting ideas will enable our clients to see meaning in the numbers. Our analysis will help them to understand what they are investing in and to furthermore help them make high conviction decisions.

The new generation of investors demands more transparency in the numbers. The boutique owner-managed structure of the company allows us flexibility to adapt to this new generation of clients that are more demanding and more professional. How you are towards your beneficiaries is how we are towards our clients. We believe our contribution to our clients will be not only observable, but also measureable. Our clients are our long-term partners. We align our interests with them and we are here only to serve them.

We understand our clients' needs. Our background in institutional investment and risk advisory services as well as investment management gives us a competitive edge. Our collective experience and insights of traditional and alternative investments (i.e. fund of hedge funds and hedge funds) enable us to construct innovative performance and risk reporting and attribution tools, which we believe are unique in the South African investment industry.

We are not affiliated with any multi-manager, investment platform, investment manager or brokerage entity and we do not market or sell any investment products. We do not earn any commissions or any income from any life insurer, investment manager, stockbroker, custodian or financial product or service provider to any of our retirement fund clients. We solely earn our income from our retirement fund clients, which pay us in respect of our non-discretionary investment advisory and monitoring services. We are therefore independent and provide impartial investment advice to our clients.

Reportfolio is a level 4 contributor according to the B-BBEE Codes of Good Practice.