In the world of retirement savings, there's always a shiny new thread tempting investors to weave a different pattern. The idea that you can jump in and out of markets at just the right moment to improve returns is alluring. Who wouldn't want to avoid the...
Articles
Legal update
In the final quarter of 2025 and early into 2026, several material legal and regulatory developments have emerged that directly affect the retirement funds sector. Staying informed about these changes is essential for industry participants.The following...
COFI: Moving beyond tick-box compliance to true conduct regulation
The Conduct of Financial Institutions (COFI) Bill marks a decisive shift in how financial services will be regulated in South Africa. Yet COFI should not be misunderstood as simply another compliance regime layered onto an already complex regulatory...
Navigating the new frontier: The COFI Bill and the future of South African retirement funds
The South African financial sector is on the cusp of a profound transformation, with the Conduct of Financial Institutions (COFI) Bill poised to redefine the regulatory landscape for all financial institutions, including retirement funds. The Institute of...
Sanlam Investments formalises strategic relationship with Ninety One as it gears up for growth
Sanlam Investments has announced that its transaction with Ninety One is now effective, thereby formalising a long-term strategic relationship between two of South Africa's leading asset managers. The agreement strengthens Sanlam's underlying investment...
JSE expands investment offerings with Oribi Global Growth Prescient AMETF Listing
In November 2025, the Johannesburg Stock Exchange (JSE) announced the listing of the Oribi Global Growth Prescient Actively Managed Exchange Traded Fund (AMETF) (ORBIGG). The fund was listed on the Main Board of the JSE, Actively Managed ETF sub-sector. The...
AIIM expands African’s largest cold-storage platform with acquisition of Port Elizabeth Cold Storage
African Infrastructure Investment Managers (PTY) Ltd. (AIIM), one of Africa's leading infrastructure investment managers and a subsidiary of Old Mutual Alternative Investments, has announced the acquisition of a 70% stake in Port Elizabeth Cold Storage...
Sanlam ramps up drive to integrate health into financial planning
In the healthcare sector, South Africans have to contend with the significant challenges of affordability and access to quality health services. Beyond the medical scheme membership of some 9.6-million people, insurers and other players offer a variety of...
Cartesian Capital expands investor toolkits with JSE listings
Investment management is evolving and so are the tools. In January 2026, Cartesian Capital, a boutique South African asset management firm, announced the listing of an Actively Managed Exchange Traded Fund (AMETF) and an Actively Managed Certificate (AMC)on...
JSE announces listing of two new Allan Gray Actively Managed ETFs
In December 2025, the Johannesburg Stock Exchange (JSE) welcomed the Allan Gray–Orbis Global Equity Feeder Actively Managed Exchange Traded Fund (AGOGE) and the Allan Gray–Orbis Global Balanced Feeder Actively Managed Exchange Traded Fund (AMETF) (AGOGB),...







