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Blue Chip Digital Round Table series: Offshore Investing, getting it right

Offshore Investing – Round Table Discussion

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
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What key factors should institutional investors consider?

The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act.

What risks and potential rewards need to be evaluated in structured products?

In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits.

The transparency of structured products’ risk-return profiles and fees

When recommending structured products, advisors need to ensure risk and return profiles are suitable for investors. Full disclosure also requires transparency about the costs of investing. But risk-return profiles in structured products sometimes depend on the interplay of guarantees, conditions and pay-offs. Embedded costs are difficult to evaluate but listed products should be disclosing these.

Alexforbes named South African Manager of the Year at the Raging Bull Awards

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.

What are the different types of structured products available to retail and institutional investors...

There is a limited range of structured products offered in South Africa compared to the rest of the world.
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