Anelisa Balfour (BEcon)
Anelisa is primarily responsible for domestic and international portfolio management and contributes to various research projects, such as the launch of the Responsible Investment Equity Index Fund. She joined Customised Solutions in November 2015 as a Trainee Investment Analyst in the Indexation capability of the boutique.
Prior to joining Customised Solutions, Anelisa was an account executive assistant at FNB Business Banking. She began her career in commercial banking industry; her previous role included assessing credit risk and asset pricing.
Bernisha Lala (MSc (Advanced Analytics & Decision Scs), BSc Financial Engineering (Hons), CFA)
Bernisha is responsible for the management of the indexation business which runs in excess of R118bn in both local and international tracker funds.
Her role involves overseeing portfolio management, optimisation and implementation ultimately ensuring that client expectations are met.
Additionally, she works closely with the Old Mutual Customised Solutions (OMCS) boutique head in developing key strategic initiatives within the indexation business.
She joined OMCS as an Indexation Portfolio Manager in 2017 where her responsibilities included indexation portfolio management, optimisation and implementation.
In April 2021, Bernisha was appointed Head of R&D and Optimisation, where she was responsible for research and development within OMCS. Her responsibilities included driving R & D projects across the various areas within the boutique and drove research related to the AI and strategic products. Her focus also included project management, driving process refinement and system development to streamline and enhance trading and portfolio management and processes within the business.
Bernisha started off her career as an assistant lecturer in the Department of Statistics at the University of Pretoria and later joined Nedbank as a quantitative analyst in the Corporate Ratings Unit. Prior to her move to OMCS, she held positions as both a quantitative analyst and portfolio manager at Taquanta Asset Managers, working on both the passive and active product offerings.
Frank Sibiya (BSc (Mathematical Sciences))
Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. Frank is responsible for managing in excess of R118bn in both local and international tracker funds.
Frank manages in excess of R118bn in both local and international tracker funds. He has been involved in managing the SWIX index strategies since 2009, which later turned into the Capped SWIX strategy in 2017, and has extensive experience in managing both local and international index strategies.
Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years. Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management.
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