Peruse your interests by exploring our subject categories.
STANLIB Multi-Manager Shari’ah Balanced Fund of Funds – new underlying global manager
At STANLIB Multi-Manager we constantly assess managers and our portfolios construction to ensure that we have an optimised blend in our funds.
STANLIB Multi-Manager Real Return Fund – new underlying manager
Keeping you updated with business news and the rationale behind changes to the STANLIB Multi-Manager solutions
STANLIB Multi-Manager Bond Fund – underlying manager changes
STANLIB Multi-Manager continuously reviews its funds to ensure that they remain positioned to deliver on their objectives.
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.
Tax-Free Savings Accounts (TFSAs): How to select the most appropriate investment portfolio
In The Educator, we address a number of topics with the ultimate goal of providing a better understanding of investing clients’ money.
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.
Fact vs Fiction … and how to think about the value of companies
Having researched asset managers over many years, and studied markets, I have a good appreciation for the many different approaches that investors take when valuing companies
Manager Insights
Transformation…progress has been made but investment teams are still lacking
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
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.
Welcome to the Autumn Edition of Future Focus – insights on building wealth for your clients
- Talking point: Geopolitical risks – choosing the right navigator.
- Investment centre: How to measure asset manager skill.
- Manager insights: SA equity manager responses to the higher offshore limit.
- Practice notes: How you can benefit from a market ‘sabbatical’
We hope you find relevant insights in this edition.