How global pension funds have been investing in private markets Having spent the last 12 months in the United Kingdom as head of defined contribution investments at a large pension consultancy in London, I was surprised at the striking similarities between...
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Two component checklist for retirement funds
With both the Pension Funds Amendment Bill and the Revenue Laws Amendment Bill having been passed by the National Treasury, the President must sign the bills into law. However, a few steps remain in finalising the implementation of the Two Component system,...
Sustainability of investments and assets in the context of retirement funds
Investors have an important role to play in creating a better South Africa. Investing with sustainability as fundamental consideration is key in shaping a future in which we want to retire. There is an increasing awareness that how these investments are directed can...
Offshore Investing your retirement savings portfolio
Bongiwe Momoza - Senior Asset Consultant, Sasfin Asset ConsultingRegulation 28 of the Pension Funds Act sets prudential investment limits for all retirement annuities and regulated retirement funds in South Africa. During his Budget speech in February 2022, the...
Providing fund solutions that are future fit through ESG
Veenesh Dhayalam, Head of Asset Manager Research, Sasfin Asset ManagersEnvironmental, Social, and Governance (ESG) is by no means the newest catchphrase. It could even be construed as somewhat of a worn out theme. Although it may have not been fully appreciated or...
Retirement funds must avoid these advice potholes
A retirement fund appoints a combination of service providers and the employee benefits consultant and the asset or investment consultant fulfil the key advice roles. It is important for trustees to carefully consider the roles and responsibilities and what they...
Trying to make sense of uncertain times
Raphi Rootshtain, Porfolio Manager,Sasfin Wealth Trying to make sense of uncertain times In times of economic hardship, it's important to stay adaptable in order to navigate through tough financial times and find ways to thrive amidst uncertainty.Surviving and thriving:...