Recently, I had the privilege of chairing the Financial Planning Standards Board's (FPSB) global Chief Executive Committee meetings, where representatives from various regions shared updates about the financial services industry within their territories....
Articles
Investment Solutions by Alexforbes enters the R500 billion Discretionary Fund Management market
Alexforbes, South Africa's leading investments multi-manager, has announced its entrance into the R500 billion Discretionary Fund Management (DFM) market with the launch of 'Investment Solutions by Alexforbes'. Dawie de Villiers, CEO of Alexforbes, stated,...
The psychology of retirement savings and pensions (part 1)
I write this article in January 2024, the new year has arrived and we look forward to a year filled with major events, both in South Africa and abroad. National elections are scheduled to be held this year, which will inevitably have an impact on pensions and...
Stirring the pot: Local retirement funds need local providers to implement new two-pot system
The recent announcement that Parliament’s standing committee on finance has declined to extend the implementation date of the two-pot retirement system to 2025 has been met with consternation by many in the industry. With reactions ranging from condemnation of the new...
Overhauling SA’s retirement system – shrewd or misguided?
The average person spends around 90 000 hours of their life working. That’s just over 10 years or 3 750 days or, in other words, a third of their lifetime. For many South Africans, retirement is far out of reach. Of the 5.2 million South Africans aged 60 and...
The future world of work: insights and trends to help chart your course
Not too long ago, most people were forced to work remotely from home. Even in 2022, a vast majority of organisations worldwide had introduced a remote working policy or were considering implementing one as a long term strategy. Fast forward to 2023. The need for...
Improving your TECH by “eating your own dog food”
Improving technology solutions by adopting the perspective of the user, or "eating your own dog food," is a powerful strategy for businesses aiming to enhance their technology platforms offered to board members, fund members, employers and other stakeholders. This...
Runway in view
Fifteen years ago, in January 2009, US Airways Captain Chesley ‘Sully’ Sullenberger landed an Airbus A320 in the Hudson River in New York City. It was an iconic moment in the history of aviation. The forced landing was necessary after both engines were knocked out by...
Key trends that will lead to a mixed investment environment in 2024 and what this means for trustees
As South Africa prepares to celebrate three decades of democracy amid a potential election upset and shifting global political landscape, Alexforbes believes that there are windows of opportunity that fund managers can take advantage of to find value for their...
Rising noise levels in markets test investors – in a volatile year, staying invested will matter as events could turn quickly
Markets had a strong run in the final weeks of 2023 as investors rushed to price in a monetary policy pivot - in the form of anticipated rate cuts - from central banks. That has left valuations looking stretched across asset classes. But it is already clear that 2024...










