Stewards Investment Capital, a boutique investment management and advisory firm, has been recognised by Global Finance with the Best Fixed Income Investment Innovation award as part of their annual Top Innovation in Finance Awards for 2024. This accolade highlights Stewards Investment Capital’s groundbreaking APEX Structured Liquidity Solution, an investment solution linked to the burgeoning private credit market which has seen resounding success since its launch.
Global Finance’s eleventh annual Innovators Awards programme celebrates entities across various categories, including banks, companies, and fintechs, that consistently pioneer new paths and develop innovative financial tools. The APEX Structured Liquidity Solution by Stewards Investment Capital was recognised for its unmatched innovation, effectiveness, and impact in diversifying investment options for its investors.
APEX Structured Liquidity Solution represents a paradigm shift in fixed income offering investors a unique and dynamic approach to managing liquidity while maximizing returns. Through the use of cutting-edge technology, advanced risk management strategies, and a profound understanding of market dynamics, Stewards Investment Capital has developed a solution that not only delivers superior performance but also substantial value to its investors.
Joseph Giarraputo, founder and editorial director of Global Finance, noted, “Innovation continues to help banks and other financial institutions gain a strategic competitive advantage. By embracing new technologies and creative approaches, this year’s winners have crafted groundbreaking solutions that ease customer pain points and deliver exceptional user experiences.”
Global Finance was founded in 1987 as a monthly print magazine and has now a circulation of 50,050, audited by BPA, and readers in 163 countries. Its headquarters are in New York, with offices in London and Milan. Each year Global Finance selects the best financial institutions around the world and these awards have become a recognized and trusted standard of excellence. Past winners include HSBC, DBS, Citi, Standard Bank, BNP Paribas, Societe General, First Abu Dhabi Bank, Nedbank, ABSA amongst others.
Glen Steward, founder and chairman of Stewards Investment Capital, expressed his gratitude, stating, “We are humbled and thankful to Global Finance for this honor and recognition. I would also like to thank our dedicated team, whose relentless efforts ensure that our investors’ money works harder everyday. A big thank you to our investors, for their trust and partnership. This award is a testament to our continued commitment to innovation, and it reaffirms that we are on the right track to continued success. As we look to the future, we remain focused on leveraging innovative strategies that anticipate market changes and drive sustained growth.”
Bilal Adam, CEO of Stewards Investment Capital, added, “This prestigious award is a testament to our commitment to innovation and excellence while providing investors the opportunity to diversity their portfolio in emerging asset classes such as private credit. We are dedicated to providing our investors with cutting-edge solutions that meet their evolving needs and deliver superior results. Our Apex Structured Liquidity Solution is a low-risk cash management solution offering fixed income returns in USD. Besides the attractive yearly returns, this solution has no mark-to-market volatility which provides portfolio stability. There is also the monthly liquidity option, which is embedded, making it even more attractive for investors. Our objective and responsibility remain in listening what keeps our investor awake and we devise solutions accordingly’.
With a focus on innovation, diversification in emerging asset classes, and aligning with investors’ appetites, Stewards Investment Capital continues to provide niche investment solutions that set the standards in the financial industry.
About our award-winning APEX Structured Liquidity Solution
Since 2020 the burgeoning private credit market has flourished from USD875 billion to USD1.4 trillion in 2023, and is estimated to grow to a staggering $2.3 trillion by 2027. This emerging asset class is compelling for investors seeking diversification, attractive yields, and risk mitigation. Here is why investors should consider allocating capital to this growing asset class.
Private credit presents a compelling opportunity for investors for several reasons. Firstly, it aligns with the growing market trend, capable of absorbing institutional-sized fund flows, providing ample room for investment growth and liquidity. Secondly, it offers a hedge against emerging market currency fluctuations by providing yields in USD, thus mitigating currency risk and enhancing portfolio stability. Thirdly, as a new asset class in portfolio construction, it offers low correlation with existing portfolio constituents, facilitating diversification and reducing overall portfolio risk. Additionally, private credit typically offers attractive yields in USD, often exceeding 8%, providing investors with a source of steady income. Finally, the predictable nature of fixed income yields associated with private credit further enhances its appeal, offering investors clarity for optimal treasury management.
APEX Structured Liquidity Solution is a unique cash management solution to capitalise on the booming private credit and micro finance industries with access to developed markets while providing capital protection and risk adjusted returns in USD to institutional and private investors from emerging markets.
Key Highlights
· Up to 12% in USD p.a
· Asset collateralization 150% to 300%
· Monthly liquidity option
· Allows predictable fixed income cash flows while avoiding the mark to market fluctuations that other fixed income strategies like bonds will have
About Stewards Investment Capital
Stewards Investment Capital is a boutique investment advisory leader with a 25-year legacy within the Stewards affiliation of companies. With a strategic presence in Mauritius, South Africa and USA, we specialise in tailoring niche investment solutions with optimised risk adjusted returns for high-net-worth individuals, pension funds and institutional investors. Guided by a commitment to be a catalyst of growth for our investors, our advisory team navigate the financial landscape with a high-alpha approach to deliver tangible value and performance for our investors.
Our purpose revolves around the stewardship of your wealth, maximising and preserving assets for current and future generations. Renowned for our unconventional and innovative investment strategies, we offer market-leading solutions that reflect our commitment to delivering distinct value.
Our flagship investment solutions offer attractive fixed income yield opportunities, participation in the equity market upside through strategic themes with downside protection, and access to exciting new markets including digital assets which have delivered stellar returns. Providing our investors with early access to emerging investment opportunities and trends is a cornerstone of our approach. We were amongst the first investors in the digital assets space and were early investors in the growing private credit trend.
The Stewards affiliation of companies has multiple financial services licenses and business in South Africa, Mauritius and USA with operations spanning forex, trade finance, investment management, micro finance, private credit, payments, market maker and liquidity provider.
Stewards Investment Capital provides tailored niche investment solutions with optimised risk adjusted returns for high-net-worth individuals, pension funds and institutional investors. Our flagship investment solutions offer attractive fixed income yield opportunities, participation in the equity market upside through strategic themes with downside protection, and access to exciting new markets including digital assets which have delivered stellar returns. Renowned for our unconventional and innovative investment strategies, we offer market-leading solutions that reflect our commitment to delivering distinct value.
