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Index investing: How it started vs how it’s going

10 February 2022

The first index fund launched in the United States in the 1970s, and the industry has since gone through many transitionary and growth periods. Since the global financial crisis between 2008 and 2009, there has been an acceleration in adoption of index tracking products globally, especially in the US. This came about due to various reasons including underperformance by active fund managers, regulation, and a low yielding environment.

State of the South African Exchange Traded Product (ETP) Industry – as at 31 December 2021

11 January 2022

At the end of 2021, the total market capitalisation (AUM) of the entire South African ETF and ETN industry, stood at R136 049 million, an increase of 22,5% on the R111 026 million, at the end of 2020.

Why ETFs are so cheap

09 November 2021

One of the often-repeated benefits of investing via ETFs is that the costs are a lot lower. In their most recently released annual study on fees, Morningstar found that the average expense ratio paid by investors is half of what it was two decades ago. At the end of 2020, the asset-weighted average fee was 0.41% pa, with much of this decrease being a result of investors preferring ETFs as their investment vehicle of choice.

State of the South African Exchange Traded Product (ETP) Industry – as at 30 September 2021

18 October 2021

The competition to be the largest issuing company for ETPs in South Africa continued over the past quarter. Satrix Managers, who recently overtook Absa Capital (NewFunds, NewWave, NewGold) as the top issuing house, measured by assets under management (AUM), retained this position in the third quarter of 2021.

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Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

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