Anelisa Balfour

Portfolio Manager-Equities at

Old Mutual Customised Solutions (Pty) Ltd.

Finance

Consumer Services

Profile

Anelisa Balfour currently works at Old Mutual Customised Solutions (Pty) Ltd., as Senior Portfolio Manager from 2023.
Ms. Balfour received her undergraduate degree in 2011 from Rhodes University.

Anelisa Balfour active positions

Companies	Position	Start
Old Mutual Customised Solutions (Pty) Ltd. Old Mutual Customised Solutions (Pty) Ltd. Investment ManagersFinance Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension.	Portfolio Manager-Equities	01/11/2015

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Private companies	2
Old Mutual Customised Solutions (Pty) Ltd. Old Mutual Customised Solutions (Pty) Ltd. Investment ManagersFinance Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension.	Finance
Rhodes University Rhodes University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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