Corion DFM · Discretionary Fund Management
Built on substance. Delivered with agility.
A discretionary fund management partner for financial advisers — open architecture, proprietary systems and a documented, repeatable process, engineered around your practice and your clients.
The platform · open architecture
One platform. Every vehicle.
A genuinely open architecture spanning passive and active, local and global, traditional and alternative — so the right solution is always on the shelf.
Domestic Passive Models
Cost-efficient ETF model portfolios across the SA risk profiles.
Global Passive Models
USD-denominated ETF allocations with tactical regional tilts.
CIS Model Portfolios
Active and passive blends across the full ASISA risk spectrum.
Corion Long-Only Funds
Income, Stable, Growth and Equity collective investment schemes.
Life Licence Range
Endowment-wrapped portfolios delivered via a leading life platform.
Retail Hedge Funds
Absolute, Multi-Strategy and Prosperitas fund-of-fund CIS.
Governance · aligned by design
No surprises. No lock-in.
What we disclose up front so there are none of the usual concerns later — designed for a partnership of equals.
Governance
- Category I, II and IIA licensed financial services provider.
- Independently audited by a leading global firm.
- Regular joint investment and portfolio-construction meetings.
- Independent external compliance oversight.
Conflicts of interest
- Use of Corion's own funds is strictly opt-in, disclosed at mandate level.
- Underlying manager arrangements fully transparent.
- Any joint ventures disclosed up front.
- Minimal external agreements, all declared.
Mandate & termination
- Bilateral 90-day written notice to terminate.
- No exit penalties, lock-ups or deferred arrangements.
- Full portability of all reporting and historical data.
- Hands-on transition support if required.
Investment philosophy
More consistent returns, with less volatility.
Our philosophy rests on long-term reward, agility, valuation discipline, diversification and relentless attention to cost. And it starts with a simple, evidence-based belief about where returns really come from.
Corion belief, based on MSCI ACWI data (annual average, last 21 years). Illustrative of process, not a forecast.
Investment process · manager research
A quantitatively driven, repeatable process.
Every manager travels the same documented path — from first screen to investment-committee decision — so allocation is evidence-led, never personality-led.
Quant screening
High-level quantitative screen across the universe.
Intro meeting
First engagement, surveys, client and market intel.
Detailed screening
Deep analysis and the proprietary ART score.
Due diligence
Follow-up meetings and full due-diligence documentation.
Watch & bench lists
Candidates tracked against the bench before selection.
IC decision
Buy list confirmed by the investment committee.
The ART framework
How we score every manager.
Alpha
Evidence of genuine skill and repeatable outperformance — not commoditised beta in disguise.
Risk
How risk is taken and controlled: drawdowns, consistency and behaviour through cycles.
Team
Depth, stability and alignment of the people and the business behind the strategy.
Global research · bfinance collaboration
Reach that extends worldwide.
When we introduced a new global value equity manager, our research partner issued a request-for-tender that shows the funnel in action.
Portfolio engineering
Ultimately, investors have one portfolio.
We engineer the whole portfolio, not a shelf of parts — layering deliberate tilts onto a strategic asset allocation to shape the client's single, lived return.
Tactical asset allocation
Ideas generated by rigorous analysis.
A 78-slide asset-allocation pack, refreshed through bi-weekly asset-allocation and investment meetings, drives thematic views across regions, factors, currencies and sectors.
Recent & current themes
Systems & technology
Infostore — built and maintained since 2006.
A proprietary data, analytics and reporting platform that few independent DFMs can match. One source of truth, powering everything an adviser sees.
Elevate
Adviser proposal portal — real-time client holdings, performance and statements.
Corion Spice
Portfolio analytics, attribution and what-if scenario modelling.
Attribution
Asset-class, factor and manager contribution drill-down.
Report Automation
Branded report and presentation automation at scale.
Risk Dashboard
Daily risk, liquidity and mandate-compliance monitoring.
Services & reporting
Corion Decodes.
Engagement is a service, not an afterthought. Decoding the market since 2017, we deliver branded, client-ready material on the channels your clients actually use.
Decoding the Day, Month & Event
Branded, bite-size market cards — daily levels, monthly reviews and event explainers — delivered straight to clients' phones.
Join WhatsApp group →
The Corion Decodes video series
Short, characterful video commentary that turns markets into a story — carrying your FSP identity.
What advisers receive
Partnership
Let's engineer your practice's edge.
Substance you can audit, service you can feel. Speak to the Corion team about a DFM partnership built around your business.