Peruse your interests by exploring our subject categories.
STANLIB Multi-Manager Balanced Fund – underlying manager changes
Keeping you updated with business news and the rationale behind changes to the STANLIB Multi-Manager solutions.
STANLIB Multi-Manager Property Fund – A trip down memory lane
There is a vast array of investment managers offering products in the property sector. As a multi-manager we research these managers to get an in depth understanding of their investment philosophy and to assess whether they are able to deliver alpha.
Shari’ah investing does not mean giving up on returns
Shari’ah investing in South Africa has been around since the 1990s, serving a community of investors looking to fulfil their ethical requirements.
STANLIB Multi-Manager Defensive Balanced Fund – underlying manager changes
STANLIB Multi-Manager Defensive Balanced Fund – underlying manager changes
Manager Pulse: Insights on developments within the asset management industry
Manager Pulse Winter Edition – July 2021
Manager Pulse: Insights on developments within the asset management industry
Manager Pulse Autumn Edition – April 2021
Tick all the right boxes – partnering with a multi-manager
Multi-manager investing is designed to provide a simple means of achieving asset manager/fund diversification across a range of asset classes and solutions. But as a financial adviser WHY would you want to partner with a multi-manager when investing money for your clients?
Risk profiling – combining multiple factors as part of goals-based financial planning
The Financial Services Conduct Authority (FSCA) recognises the importance of risk profiling and as such, it is included in their regulation dealing with the suitability of financial advice.
Dispelling the myths – model portfolios and CGT
Capital Gains Tax was introduced to the South African Income Tax Act, 1962 (‘the Act’) from 1 October 2001 and is applicable to capital gains made after that date. The Act sets out the basis for taxing the capital gains arising from the disposal of an asset.
When investing offshore do not overlook the importance of estate planning
South Africa is a small economy when seen in a global context, with only 0.5% of world GDP according to a Goldman Sachs report. It should therefore not come as a surprise that increasingly, more South Africans have decided to further diversify their investments by investing in global markets.
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’
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
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.
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.