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Investor, know your enemy

02 November 2018 | General

Investment envy is real and poses a challenge for advisers. While your client is earning a long-term return of 10% on his investment, knowing that a friend or family member is earning 11% seldom sits well with anyone.

The opportunity in SA Inc.

02 November 2018 | General

The best investment returns are born in times of fear and uncertainty says Mikhail Motala, Assistant Fund Manager at PSG Asset Management.

Is there really such a thing as passive investing – and does it matter?

02 November 2018 | General

There is a common misperception that the passive asset manager’s process is entirely algorithm based and requires no skill or decision-making. But, the reality is that passive managers still need to actively make a range of important decisions that will affect the investor’s long-term outcome. These decisions may be different from those made by active asset managers, but are no less important.

What’s Your Generation’s Investing Personality?

02 November 2018 | General

Did your notoriously frugal granny invest her money the best? What about the upstanding ‘Boomers’ or the ‘Keeping up with the Joneses’-inspired ‘X-ers’? And then there’s the Millennials – soon to constitute most workforces worldwide – and Gen Z, the ‘always-on’, somewhat-cynical youngsters who understand tech better than any other generation.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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