Independent

Our success is directly related to the value we create for our clients. Truly independent, we are free to lend out as much of our clients’ stock as possible without inherent conflicts of interest, as is the challenge with most traditional service providers whose securities lending desks have links to asset managers.

Empowered

As a Level 1 BBB-EE service provider, our clients benefit from the scorecard advantage when it comes to procurement. In addition, our Foundation - which administers our bursary scheme - is a broad-based profit participant in Envisionit Capital Solutions.

Rock-solid

Backed by Peregrine.
Our representation of our clients’ interests is based on the firm foundation of our integrity and expertise, as well as the rock-solid backing of Peregrine.

With a deep understanding of the risks associated with securities lending transactions.

About Us

Established in 2010, Envisionit Capital Solutions is South Africa’s first BBB-EE secuities lending service provider to corporations, hedge funds, prime brokers and retirement funds.

With a deep understanding of the risks associated with securities lending transactions, balanced by the confidence of our financial guarantee, we value our independence in being able to act in our clients’ best interests, choosing the most innovative options to suit their profiles.

Our team has extensive experience in various investment areas and with different market practitioners: from hedge funds, investment banks and multi managers to specialised investment houses and stockbrokers.

Envisionit is a Level 1 BBB-EE contributor and an executive member of the South African Securities Lending Association (SASLA).

Paying it Forward

It is Envisionit’s passion to see the benefits of the good work we do for our clients extend to our communities. For this reason, our Foundation - which administers the Envisionit Bursary Foundation scheme - is a broad-based profit participant in Envisionit Capital Solutions.

Read more about how we give back »

Everything we do is guided by the values we hold dear: innovation, integrity and the desire to invest in South Africa.

Services

Everything we do is guided by the values we hold dear: innovation, integrity and the desire to invest in South Africa’s socio-economic development.

These are our services:

In delivering our services, Envisionit operates:

  • The first and only independent and empowered securities lending business in Africa
  • A joint venture with 27Four Investment Managers on the Cash Optimiser Money Market Fund

Money Market: 27Four Cash Optimiser Fund & 27Four Income Optimiser Unit Trust

Designed with hedge funds in mind, these funds enhance the return of unencumbered cash within a hedge fund's overall portfolio, while offering daily liquidity and reducing credit risk.

The fund is seeing increasing interest from both corporations and high net worth individuals, who enjoy seeing their surplus cash grow whilst having daily access to their funds.

With assets under management of R600m we hope to grow the fund to R1bn in the near future.

Download Fund Fact Sheet »

Securities/Scrip Lending Solutions

As South Africa’s first and only independent and empowered securities lending desk, backed by a financial guarantee, we are known for our ability to source sought-after stocks. Designed to cater to the growing scrip lending appetite of local hedge funds, our clients include stockbrokers, equity structuring desks and the country’s top scrip lending desks.

With assets under management in excess of R3.5bn, we plan to sign additional pension funds as we continue to lead the transformation of South Africa’s financial services industry.

Private Equity/ Equity Structuring Investments

Envisionit excels in creating bespoke structuring solutions and providing advisory services for complex structures and transactions, which typically involve equity components. We do:

  • Equity-linked funding: Hybrid capital raising, embedded-equity loans and private placements
  • BEE transactions
  • Equity hedging
  • Share incentive scheme hedging
  • Capital raising – Listed & Unlisted SA companies
  • Advisory services

The value of transactions concluded is estimated at R700m.

Collateral Management

In response to the global financial crisis and regulatory pressure, an increasing proportion of OTC transactions are being transacted through central counterparties. Envisionit works with banks, hedge funds and asset managers to enhance their collateral management functions in order to design and deliver industry best practice.

Hedge Funds Consulting Transition Management

Envisionit Transition is an independent, unbiased transition specialist in the institutional fund industry. Therefore, we do not affiliate with any investment manager, stockbroker or bank.

Download BEE Certificates »

Leadership is the capacity to translate vision into reality.

Leadership

Terence Naidu

Terence Naidu

Age 39. BComm (Investment Management). Founder and CEO Envisionit Capital Solutions; Envisionit Investments and Envisionit Stock Lending Solutions (Scrip Lending, AUM of R3.5bn). Founder and Trustee of the Envisionit Bursary Foundation; 12 years in financial services (specifically securities lending, hedge fund, private equity and deal structuring related).

Previous roles: Head of operations – Peregrine Capital; COO RMB Prime Broking; Co-Head Sanlam Prime Services.

Industry roles: Executive Member South African Scrip Lending Association (SASLA); Non Exec Director – All Weather Capital; nominated 2015 EY Entrepreneur of the year - Southern Africa; ABSIP Black Book of Game Changers 2013, 14&15

Mateboho Kutu

Mateboho Kutu

Age 38. BTech (Marketing Management); Introduction to Financial Markets; STRATE Settlements. 9 years in securities lending. Securities Lending Collateral Manager. 9 years in securities lending industry

Previous roles: Securities Lending Trader, Collateral Management Manager – Sanlam Investment Management, Dealer support – Investec Treasury

Umesh Vaga

Umesh Vaga

Age 38. National Diploma: Computer Systems Engineering; Settlement officer : JSE; Compliance officer : JSE; Compliance office : STRATE Securities Lending Dealer. 10 years in securities lending industry.

Previous roles: Head of Securities lending department of Finsettle Services (A subsidiary of the BJM group) and Finsettle MANCO member. Securities Lending Trader - Société Générale

Itani Tshoambea

Itani Tshoambea

Age 27. National Diploma: Accounting, Hedge Fund Academy Graduate Programme. 2 years in banking/ custody industry.

Previous roles: Portfolio Officer - Société Générale

Noleen Gordon

Noleen Gordon

Age 42. Currently doing a BA in Management and Psychology. 24 years experience in administration.

Previous roles: Financial Advisor, Television, Procedures Manager, Acting Retail Manager, Fleet Administration, Recruitment, Facilities Management, Tertiary administration

Alone we can do so little; together we can do so much.

Contact Us

For more information, please contact us:

Telephone: +27 11 486 0692
Email: info@envisionitgroup.net
Skype: Envisionit.Group
Address: Office 230, Second Floor, Killarney Mall
Office Towers, Riviera Road, 2193

Only a life lived for others is
a life worthwhile.

Paying It Forward

Envisionit’s Foundation, which administers the Envisionit Bursary Foundation, is a broad-based profit participant in Envisionit Capital Solutions.

Established in 2011 and currently sponsoring the tertiary education of 20 students, the scheme is also funded by many of our partners, individual clients and employees.

Unlike some non-profit organisations, the tax-exempted scheme operates on the basis that 100% of its donations goes to the students it benefits.

In turn, as the beneficiaries complete their studies, they are not only assisted with the first steps towards starting their new careers, but they are also challenged to help others in the way that they have been empowered.

Bursary candidates:


  • Bongani Baloyi
    (QS - Wits University)

  • Joash Nair
    (Bursary taken over by Norton Rose Fulbright)

  • Mapule Rantlha
    (BA Political Science and Economics - Wits University

  • Teresh Ramchunder
    (BCom - University of KZN)

  • Thiloshnee Murugan
    (BCom - University of KZN)

  • Yatheen Gayadeen
    (Chem Eng - University of KZN)

  • Yashna Sukdeo
    (B.PHARM - University of KZN

  • Noreen Maphumulo
    (Industrial Design - Durban University of Technology

  • Lerato Nkuna
    (Social Work - UNISA)

  • Boitumelo Theepe
    (MB, ChB - University of Stellenbosch)

  • Raindon Naidoo
    (Queensburgh Girls)

  • Levi Naidoo
    (Malvern Primary School)

  • Dominique Tarr
    (Animal Sciences)

  • Dorothy Mohammed
    (Economics and Statistics)

  • Pragati Desai
    (Acturial Sciences - University of Cape Town)

  • Saietha Ramsamy
    (BScEng in Chemical Engineering - University of Cape Town)

  • Simunye Running Club

  • Thabisile Ngcobo
    (Information Design)

We think to code

Graduates:


  • Nirvashni Gounden
    (Accounting - University of KZN)

  • Tinga Masungwini
    (Media Studies - Boston CC)

  • Abongile Xhantini
    (BA Geography & Philosophy - Rhodes University)

A special thank you to the following 2015 donors:

Envisionit Bursary Foundation Gala Dinner – 2015



Envisionit Lifestyle Group

Half a century ago, fashion designer Coco Chanel asserted that fashion transcends products. “Fashion is not something that exists in dresses only,” she said. “Fashion is in the sky, in the street”.

“Fashion has to do with ideas, with the way we live.” Fashion, she suggested, is part of a lifestyle. At Envisionit we believe the same to be true for Entrepreneurship and in keeping with this philosophy we created Envisionit Lifestyle Group.

Envisionit Lifestyle Group currently co owns the Johannesburg territory licence and Hyde Park/ Craighall tapas bar and restaurant for Vicky Cristina’s.
read more »

Media

Apollo Secondary School Awards Ceremony 2015
Guest of Honour

EY Entrepreneur of the Year Southern Africa 2015
www.ey.com

The programme was launched in Africa in 1998. Since then, it has been adding significant value to those entrepreneurs who participate through encouraging entrepreneurial action among those individuals with potential.
read more »

Naidu's Tarea Capital Offers Cash Fund
HedgeNews Africa, September 2010

Ex-Sanlam Prime man Terence Naidu has set up his own business, known as Tarea Capital Solutions, entering into a joint venture with Fatima Vawda’s 27Four Investment Managers to launch a Cash Optimiser product.The multi-manager cash fund is designed exclusively for hedge funds in South Africa, offering a cost-effective way to manage the unencumbered cash portion of the total hedge fund portfolio.
read more »

2013 Africa Conference
Wharton Business School

2013 Game Changers Black Book
Association of Black Securities and Investment Professionals (ABSIP)

We have a winning partnership.

Partners