On 8 October 2025, the Johannesburg Stock Exchange (JSE) announced the listing of the 27four Global Shariah Equity Actively Managed Exchange Traded Fund (AMETF), coming amid robust growth in Shariah-compliant investing, as more investors seek value-driven...
To support South Africa's transition to clean energy, Discovery Green, the renewable energy business of Discovery Limited, and Glencore Operations South Africa (Pty) Ltd, part of a global diversified natural resources company, have signed a 20-year renewable...
Graviton has acquired a majority stake in Portfolio Analytics – a market-leading discretionary fund manager (DFM) – bringing Portfolio Analytics into the Graviton stable. Graviton is an advice network and discretionary fund manager that currently supports...
Symmetry, one of South Africa's leading investment solutions businesses with over R440 billion in assets under management and advice, announced a landmark strategic partnership with Russell Investments, the Seattle-headquartered global investment solutions...
Old Mutual Private Equity (OMPE), part of Old Mutual Alternative Investments, has signed an agreement to exit Medhold, a leading supplier of world-class medical devices in Southern Africa, from OMPE Fund IV's portfolio, to Sanlam Private Equity - the private...
ICTS Legal Service, a leading independent legal consulting firm specialising in pensions law, is excited to announce a strategic partnership with S M Equity Holdings, effective 10 September 2025. This collaboration aims to effectively manage and implement...
As South Africa continues to grapple with economic inequality, infrastructure backlogs, and retirement insecurity, the employee benefits industry stands at a pivotal crossroads. Pension funds - custodians of long term retirement savings - have a unique...
The two-pot retirement system represents one of the biggest evolutions in the South African retirement industry landscape to date and aims to address two major challenges in retirement planning: leakage and access to emergency savings. Two seemingly...
Retirement funds provide financial security after the working years. If a retirement fund member dies, and a lump sum death benefit becomes payable, the trustees of the fund are responsible for distributing the death benefit fairly, in accordance with...
The retirement industry has been marked by innovation since its inception. But no change happens faster than the AI revolution. This transformation will lead to better member outcomes, more knowledgeable members, more knowledgeable trustees, and eventually a...