Home Investment Responsible Investment

Responsible Investment

The liquidity advantage: why ETFs should play a bigger role in...

ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.

The hidden dangers of being a trustee: are you or your...

The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.

FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala...

The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg. And the winners are...

Reframing income and impact: the case for South African private credit

In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk. By Akshay Karan, Chief Investment Officer, Altvest.
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a...

Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.

Africa’s mineral wealth could drive economic transformation

The continent boasts roughly 30% of the world’s mineral reserves, including immense deposits of cobalt, manganese, natural graphite, copper, nickel, lithium and iron ore.
White house

Is ESG dead? Why Trump’s exit from SA’s JET is a wake-up call for business

The recent withdrawal of the United States from South Africa’s Just Energy Transition partnership is another stark reminder that sustainability cannot rest on the shifting sands of political will.
Socially responsible investment. Image by utah778 from Getty Images

Socially responsible investment: a lifeline, not a passing trend

According to David Le Page, Director, Fossil Free South Africa, if you are a truly conscientious financial advisor, there’s a vital conversation that you should be having with your clients: climate change.
Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital.
Evan_Gilbert

The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
- Advertisement -

Most Popular

Tokenisation of traditional securities

A strategic evolution in market infrastructure. By Dr Wiehann Olivier, Partner and FinTech and Digital Asset Lead, Forvis Mazars South Africa.

AI – friend or foe of the DFM?

At present, it is most likely that the best models will be a combination of humans and an AI team.

Why market predictions keep getting it wrong… and why investors should care!

What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.

The human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.

Aligning physical health with financial security

On World Health Day, George Kolbe (Head of Life Insurance Marketing and Enablement at Momentum Life Insurance) discusses why financial health is just as critical as physical wellbeing.
- Advertisement -