Investors spend hours analysing a fund’s track record yet rarely ask who’s holding their investment or under what licence. Take three people who put money into the same equity strategy, run by the same manager. One through a unit trust, one through an...
In a complex investment landscape, retirement fund stakeholders face a difficult balancing act. Members want strong long-term returns, protection from market uncertainty, transparent governance and cost efficiency. Regulators expect prudent oversight....
A retirement fund can appoint the right managers, make the right asset allocation decisions and generate strong investment returns. But if those decisions are implemented late, processed incorrectly or supported by fragmented systems, members may never...
For many years, investment platforms were seen primarily as administration vehicles. A place where trades were processed, reports were produced and portfolios were administered. Those responsibilities remain important, but the role of an institutional...
Retirement systems around the world are undergoing significant transformation as governments, regulators and pension funds respond to ageing populations, fiscal pressures and the growing need to improve retirement outcomes. While each country’s retirement...
The investment landscape has changed Companies are staying private for longer, and many businesses that would once have listed on public markets now remain private throughout much of their growth journey. As a result, a growing share of innovation and value...
A growing portion of the digital content we consume on a daily basis is AI-generated. From articles and code, to customer interactions and even images and video, it’s getting harder to identify what is created by humans and what isn’t. Much of the content is...
Around the world, pension funds are increasing their allocations to private markets as they seek greater diversification, resilient sources of return and access to investment opportunities that are becoming less available through listed markets. From North...
Private markets have become an increasingly important component of institutional portfolios, not only for diversification and return potential, but for their role in supporting long‑term economic development. In Africa, the relevance of private markets...
There is a well-worn phrase in investment circles: illiquidity premium. We use it often, sometimes loosely, as though it were simply the reward for tolerating a locked up position. But I have come to think of it differently. The real premium is not just...
