Alexander Forbes wins best Investment Survey Provider at 2021 Africa Global Funds Service Providers Awards for the third time in a row

15 October 2021 Alexander Forbes

For the third consecutive year, the Alexander Forbes Survey Team has been voted as the winner in the Best Investment Survey Provider category at the 2021 New York-based Africa Global Funds (AGF) Service Providers Awards on 8 October 2021.

AGF provides complete coverage and analysis of the key players in the African investment space, which encompasses those managing assets in traditional and alternative asset classes. Now in their fourth year, the AGF Service Providers Awards are designed to recognise and reward companies that excel at providing services to the African asset management industry.

Alexander Forbes follows an advice-led approach to provide clients with the right solutions and measurable benefits across Africa – the ultimate aim being to improve their financial well-being.

As an investment survey provider and the guardian of one of the most respected and widely read surveys in Africa, Alexander Forbes is committed to ensuring that users are given reliable and appropriate information, as this need becomes increasingly evident. Our surveys are constantly reassessed and enhanced as new investment instruments and strategies which drive performance emerge. We also keep pace with analytical and technological advances relating to performance attribution.

The Alexander Forbes Manager Watch™ surveys are performance surveys that showcase the performance and risk statistics of institutional fund managers in South Africa and have been published since 1994. Not only does Alexander Forbes pride itself in providing clients with a specialised range of analytical solutions, but we are also the only investment survey provider that publishes a survey for all the major asset classes in South Africa.

Commenting on the award, Don Andrews, head of the Alexander Forbes investment survey team, says, “We are delighted to have been voted the best investment survey provider in Africa for the third year in a row. This award bears testimony to the continuous commitment of Alexander Forbes to provide the best service to our clients and stakeholders.”

John Anderson, executive of investments, products and enablement at Alexander Forbes says: “Clients use surveys from Alexander Forbes to assess their investment strategies on an ongoing basis and to keep abreast of new strategies available to them. Asset managers also use the results to benchmark their performance. The surveys therefore assist various stakeholders in the industry to ultimately improve the overall outcomes for the end investor.”

Quick Polls


The second draft amendments to Regulation 28 will allow retirement funds to allocate up to 45% of their assets to SA infrastructure, with a further 10% for rest of Africa; but the equity & offshore caps remain unchanged. What are your thoughts on the proposal?


Infrastructure? You mean cash returns with higher risk!?!
Infrastructure cap is way too high
Offshore limit still needs to be raised
Who cares… Reg 28 does not apply to discretionary savings
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