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...
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...
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...
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),...
Members of retirement funds face a decision every year regarding their savings pots – to use or not to use? The easy answer is: don't use your savings pot as it will diminish your retirement benefits. However, the majority of South Africans face real...
Imagine working for four decades only to discover that your retirement income barely covers the cost of your groceries. This is not a distant fear but the reality for most South Africans. The system must change. Traditionally, discussions about impact have...
1 September 2024 marked a turning point in South Africa's retirement landscape: the official launch of the two-tot retirement system. For those involved in the months of intense preparation leading up to this deadline, the efforts may now seem like a distant...
Employers play a crucial role in retirement savings in South Africa. While it is not mandatory to offer a retirement savings benefit, many employers recognise the important role employer-arranged retirement investments, such as umbrella funds, can play in...
Retirement fund trustees, in discerning how best to allocate section 37C death benefits to the financial dependants of deceased retirement fund members, rightly look principally at the needs of minors. If the trustees are of the opinion that the guardian or...
This year, Alexforbes marks 90 years of service to South Africans. It's a milestone that invites reflection ‒ not just on our own journey, but on the transformation of retirement savings across the country. Over the decades, we've seen the retirement system...