INVESTEC ASSET MANAGEMENT
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2173 of mapped providers
Assets under administration$22.2B0.0%Market share · rank #595
Fees received$695,576Median $60,131/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical INVESTEC ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where INVESTEC ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Named fiduciary; Investment management; Investment management fees paid directly by planCode 28 | 5 | $60,131 | |
Investment management fees paid directly by planCode 51 | 1 | $7,620 |
Competitor overlap
Percent of INVESTEC ASSET MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under INVESTEC ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.4B |
Plans lost in 2024
Appeared last year under INVESTEC ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | STATE STREET GLOBAL ADVISORS | $2.6B |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | WELLINGTON TRUST COMPANY | $1.7B |
INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATIONDC · 526061995-001 | MOONEY, GREEN, SAINDON, MURPHY & WE | $114M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $101,534 | 5y | - |
MARATHON PETROLEUM COMPANY LPOH · 311537655-001 | $2.2B | 23,452 | $497,410 | 5y | - |
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | $1.4B | 10,822 | $60,131 | 1y | - |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | $438M | 4,448 | $22,334 | 5y | - |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | $248M | 2,808 | $14,167 | 10y | - |
Flag exposure
80.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (25)
Raw Schedule C names collapsed into INVESTEC ASSET MANAGEMENT.
- INVESTEC
- INVESTEC ASSET MANAGEMENT
- INVESTEC ASSET MANAGEMENT GROUP INC
- INVESTEC ASSET MANAGEMENT GROUP,INC
- INVESTEC ASSET MANAGEMENT NA
- INVESTEC ASSET MANAGEMENT U.S. LTD
- INVESTEC ASSET MANAGEMENT US LTD
- INVESTEC ASSET MGMT
- INVESTEC ASSET MGMT. NORTH AMERICA
- INVESTEC EM MKTS LOCAL CURRENCY
- INVESTEC EMERG MKTS
- INVESTEC EMERGING MARKETS
- INVESTEC EMERGING MKTS DEBT
- INVESTEC WEALTH STRATEGI
- INVESTEC WEALTH STRATEGIES
- NINETY ONE
- NINETY ONE EMERGING MARKETS
- NINETY ONE EMERGING MARKETS LLC
- NINETY ONE GLOBAL DYNAMIC EQUITY
- NINETY ONE GLOBAL SELECT LLC
- NINETY ONE GLOBAL SELECT SERIES LLC
- NINETY ONE NORTH AMERICA
- NINETY ONE NORTH AMERICA INC.
- NINETY ONE NORTH AMERICA, INC
- NINETY ONE NORTH AMERICA, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for INVESTEC ASSET MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INVESTEC ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent