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fund Updates

Market & EconomIC Insights

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.

Future Focus Summer Edition

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


  • Talking point: Consistency…the unsung hero of investment management.
  • Investment centre: Using AI to help in determining if past performance is a predictor of future success.
  • Manager insights: Movers and shakers – 2023 under review.
  • Practice notes: Tax-Free Savings Accounts – be a smart investor.

We hope you find relevant insights in this edition.