Conlias Tafadzwa Mancuveni, Head: Implemented Portfolio Solutions, Hollard Investment ManagersIn February 2022, Finance Minister Enoch Godongwana amended the maximum offshore investment limit for Regulation 28 retirement funds from 30% of assets to 45%....
Mike Adsetts, Chief Investment Officer, Momentum InvestmentsThere are periods of time during which it seems that very little changes. The investment industry is one where this is most definitely not the case.On the local front, the relaxation of exchange control...
Chris Lourens, Director, Solve Business Consulting, Member of the CFA GIPS® Standards Promotion Subcommittee In the world of finance, knowledge is power, and trustees of retirement funds hold a significant responsibility in managing assets on behalf of beneficiaries....
Kondi Nkosi, South Africa Country Head, SchrodersOur research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they are most common. In this article, we look at what’s driving this trend, why buybacks divide...
Mayuresh Kulkarni, Quantitative Analyst, and Mario Fisher, Head of Quantitative Research, Old Mutual Investment GroupIn today’s world, there is an explosion of the amount and types of data available to the average investor. The consequence is a greater need for tools...
Danie Pretorius, Equity Analyst, Coronation Fund ManagersIn multiple industries and use cases, the energy mix is undergoing structural change. Energy that was historically provided by burning fossil fuels, such as gasoline in transportation and natural gas in...
Benita Bodkin, Principal Consultant, Efficient Benefit Consulting A will outlines the distribution of your assets and estate upon your passing. Creating a will not only ensures that your wishes will be carried out but also offers peace of mind to you and your loved...
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...
Janine Horn, Financial Planner, MomentumAs the cost-of-living crisis continues to escalate, the average South African household is drowning in debt and financial uncertainty. The very notion of financial security has become a foreign concept to millions, which is only...
Leanne van Wyk, Director,ICTS Legal Services (Pty) LtdRules can’t be applied before they are registered - the Mudau Constitutional Court case The FSCA’s revamped Trustee Training Toolkit e-learning platform Upcoming changes for unclaimed death benefits - draft...