Nature’s Dividend: investing with impact to tackle the dual climate and biodiversity...
Diane Laas and Rob Stewart, Global Impact Fund Managers at Melville Douglas, discuss how to invest with impact to target both the climate and biodiversity crises.
Demystifying Smart Beta
According to Ali Simpkins, the Fund specialist at Momentum Investments, Smart Beta has disrupted the binary choice between active and passive investing.
Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
Global model portfolios for your advice practice
Interest in investing offshore has surged in South Africa, however, the investment opportunity set available offshore is vast. Florbela Yates outlines the benefits of partnering with a discretionary fund manager like Equilibrium.
The Bermuda Triangle of change in the future of financial advice
Tiaan Herselman likens the complex landscape of the financial planning profession to the Bermuda triangle. This triangle consists of three interconnected elements; automation, artificial intelligence (AI) and the fascinating field of behavioral sciences.
Leveraging the two-pot system for entrepreneurial growth
Farzana Botha, Segment Manager at Sanlam Risk and Savings, discusses the proposed two-pot system that is set to take effect in March 2024. As a financial adviser, it is crucial to understand how this new structure will offer self-employed clients the lifeline of accessing a savings portion of their personal retirement savings.
Is the future still bright for the Super-7?
Alex Tedder, the Head of Global & Thematic Equities at Schroders, states that after a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
What does the future of financial advice look like?
Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.
Barriers to entry for women must be unlocked
The renewable energy sector is powering ahead, but Linda Mabhena-Olagunju of DLO Energy Resources Group says that more must be done to include women.
The future of retirement planning: two-pot system insights
According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
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Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
Independent Investment Solutions
Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
Catering for bespoke needs
Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.
The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
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