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The intricacies of asset allocation

07 April 2022

Recent amendments to regulation 28 of the Pension Funds Act make it possible for asset managers to invest as much as 45% of affected funds offshore; but the decision to do so is far from simple. Nothing illustrates the challenge these managers face, nor the complex interlinking of the financial advice and financial product universes, than spending some quality time with a leading financial services provider.

Are asset managers greenwashing or making a real impact?

06 April 2022

Most South African asset managers have taken the steps of responsible investment, such as having a responsible investment policy and ensuring senior-level responsibility for ESG oversight and implementation, but a recent survey suggests that these basic steps are not sufficient for strong responsible investment performance.

The impact of global volatility on the local economy

05 April 2022

The MSCI World Index is down about -12% year-to-date (as at 28 March 2022 in rand terms), and previously high-flying areas of the market - such as growth stocks and technology companies - have been particularly hard-hit.

Fund Focus: PPS Equity Fund

05 April 2022

Studies show that most active asset managers end up underperforming the market over time. In South Africa, the job is potentially even more challenging because of the construct of the Johannesburg Stock Exchange (JSE).

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How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

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Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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