Investments / General

Matrix Fund Managers creates a dedicated ESG analyst role

Matrix Fund Managers believes in the importance of environmental, social, and governance (ESG) factors in the investment landscape as risk management considerations in portfolios and is pleased to announce that it has created a dedicated ESG analyst role as part of its investment process.

INN8 responds to IFA market demands

Warning; SARS will recoup your Section 12J incentive should you emigrate or not specify it in your will

Specialist alternative investment fund management company, Anuva Investments has recently confirmed that the South African Revenue Services will recoup any funds invested via the Section 12J tax incentive if the investment is not specified in a deceased person’s will or if the investor emigrates within the five year holding period of the investment.

Active ownership Q&A: how can investors drive change?

What does active ownership really mean in practice? Experts from our sustainable investment team explain.