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Investment Library

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Manager Insights

Transformation…progress has been made but investment teams are still lacking

Investment Library

Asset Manager ESG Survey

Download the article Key points Our latest survey showed that the integration of ESG within the investment process continues to be an important consideration for managers

Investment Library

Should you increase your foreign allocation?

In delivering the budget speech on 23 February 2022, the Minister of Finance announced a further relaxation in exchange
controls for South African investors, with details that followed in Exchange Control Circular No. 10/2022.

Investment Library

Fees alone cannot be the driver of improved performance

Is the cheapest really the best? If so, why do all of us not just buy the cheapest smart phone or car? Sometimes the cheapest
represents poor quality or value for money. Other times it may just include less features. Why should investments be any
different?

Multi-Manager-Lens
Investment Library

The Gender Agenda in South African Asset Management

Women having the same rights in the work place as men does not translate into gender equality when many women face unequal opportunities and biases that limit equal access to skills, development, growth and great career opportunities. This means that many industries are still generations away from reaching gender parity in their workforce.

Benchmarks: ‘Keeping up with the Joneses’
Investment Library

Benchmarks: ‘Keeping up with the Joneses’

As an investor you probably come across the word ‘benchmark’ on a regular basis. You may have noticed this word on a fund factsheet or it may have come up during discussions with a financial adviser. While many clients are familiar with it, the concept can be quite puzzling at times

Generation Next
Investment Library

GenNext (Generation Next)

It does not feel like it was so long ago when the South African asset management industry was starting to experience a substantial rise in boutique asset managers. Now in their late teens, with some going into adulthood, we – over a three-part series – look back at the journey of the pioneers who left large investment houses to manage money within a boutique setting.

Investment Library

Understanding performance evaluation

Performance evaluation is one of those topics that is conceptually easy to understand, but your understanding begins falling apart once you get into the detail. Fortunately, there are great frameworks for thinking about this “problem”, and great tools for helping with the exercise.

Investment Library

Manager evaluation post selection

Allocators of capital should strive to understand performance evaluation before and during their assessment of the value add from passive and active asset managers. It is not a simple task.