Peruse your interests by exploring our subject categories.
STANLIB Multi-Manager SA Equity Fund – underlying manager change
STANLIB Multi-Manager continuously reviews its funds to ensure that they remain positioned to deliver their objectives.
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.
Insights on developments within the asset management industry
Manager Pulse Summer Edition – January 2022
Strong year for equity markets despite the global pandemic and delistings in South Africa
Market Commentary
Q4 2021
Insights on developments within the asset management industry
Manager Pulse Spring Edition – October 2021
More savings, less tax – take advantage by contributing more to your retirement fund(s)
In the first of an updated three-part series, we discuss how you can save
on tax by starting to contribute or contributing more to your
current retirement fund(s). The series focuses on section 11F
of the Income Tax Act – the deduction of contributions to
retirement funds.
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.
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?
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.