Orion successfully hosted its 2026 Investment Workshops in Windhoek and Swakopmund during March, creating a structured and interactive platform for engagement between participating employers, intermediaries, and approved asset managers.
The workshops form part of the Orion’s investment solutions supported through Old Mutual Corporate Segment (OMCS), with Orion serving as the investment platform through which a range of approved asset managers are made available to participating employers. In this role, Orion facilitates informed engagement by providing access to asset managers and clarity on the investment options available within the Fund, enabling employers to strengthen governance and support long-term retirement outcomes for their employees.
The programme for the workshops was carefully structured to provide balanced and impartial exposure to all approved asset managers participating within the Orion Investment Options, while encouraging practical discussion and participation.
Throughout the sessions, participating employers and intermediaries engaged with presentations from a number of approved asset managers, including Allan Gray, Namibia Asset Management, Ninety One, OMCS (in its capacity as Fund Administrator), and Old Mutual Investment Group Namibia (OMIGNAM). All participating managers were invited in their capacity as independent asset managers whose funds form part of the Orion Investment Options, providing employers with the opportunity to hear directly from each manager, understand their respective investment philosophies, and engage through open discussion and questions.
A key focus of the workshops was a detailed exploration of the Fund’s three investment options. The Smooth Choice option serves as the default investment solution and is based on the AGP portfolio, while the Trustees’ Choice offers a blended approach comprising AGP, Allan Gray, and Namibia Asset Management. The Employer’s Choice option, which received particular attention during the roadshow, provides employers with the greatest flexibility by allowing them to select from six approved asset managers available on the Orion platform.
Under the Employer’s Choice option, employers are required to select a minimum of two asset managers. This requirement promotes diversification and reduces concentration risk, while allowing employers to tailor investment solutions in a manner aligned to their organisational objectives and workforce profile.
OMIGNAM participated in the workshops as one of the approved asset managers, presenting the Old Mutual Profile Pinnacle Portfolio during its dedicated session. The portfolio, which is available under the Employer’s Choice option, is moderately aggressive in nature and designed to support long-term growth objectives. The session focused on the portfolio’s investment approach and how it may be combined with other approved asset managers as part of a diversified investment strategy.
Commenting on the significance of the roadshow, Fabio Do Rego, National Sales Manager within OMCS, said the workshops play an important role in empowering employers with clarity and confidence. “These workshops are about enabling employers to make informed and responsible investment decisions,” said Do Rego. “By engaging directly with a range of approved asset managers and understanding the importance of diversification, employers are better positioned to support positive long-term outcomes for their employees. The Orion Investment Workshops provide a neutral, well-governed platform for these discussions to take place.”
The Orion Investment Roadshow reaffirmed the value of structured engagement, transparent communication, and education in supporting employers as they navigate investment options within a robust and well-governed retirement fund framework.