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Personal investing

Personal Investing

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?

Investment Library

Investment Library

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

Future Focus Spring Edition

Welcome to the Spring Edition of Future Focus – insights on building wealth for your clients

  • Talking point: Keep your eye on the horizon.
  • Investment centre: Post retirement: investing in a living annuity.
  • Manager insights: Championing change: ESG scorecards.
  • Practice notes: Lump sum withdrawals at retirement – do not run into an unexpected tax bill.
We hope you find relevant insights in this edition.