Performance tool for IFAs in retail investment sector
Alexforbes’ recently launched Retail Manager Watch surveys provide a detailed analysis of the retail multi-asset class investment landscape.
Investors
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Survey reveals financial advisers and investors’ perceptions of crypto
Lack of regulation and insufficient knowledge are the main barriers.
FSCA proposes to ease requirements for CIS portfolio amalgamations
The FSCA has published a draft notice setting out the conditions under which collective investment scheme (CIS) managers will be exempt from some of the requirements of the Collective Investment Schemes Control Act […]
Unit trust statements – Opportunity to guide investors
A recent media release by the Actuarial Society of South Africa reaffirms that the first quarter of this year has been a rollercoaster ride for investors, with unit trust portfolios having delivered a […]
Highveld Syndication schemes – Good news for investors
“Property magnate Nic Georgiou may face claims of more than R3 billion from investors of two failed Highveld Syndication (HS) schemes, after another defeat in the Supreme Court of Appeal (SCA),” Moneyweb reported last […]
Highveld Syndication schemes – Good news for investors
“Property magnate Nic Georgiou may face claims of more than R3 billion from investors of two failed Highveld Syndication (HS) schemes, after another defeat in the Supreme Court of Appeal (SCA),” Moneyweb reported last […]
The unbundling of Naspers – What it means for benchmarks and investors
In a recent media statement by the Actuarial Society, they unpack the unbundling of Naspers shares as well as what it means for benchmarks as well as investors. According to Kyle Hulett, a […]
The unbundling of Naspers – What it means for benchmarks and investors
In a recent media statement by the Actuarial Society, they unpack the unbundling of Naspers shares as well as what it means for benchmarks as well as investors. According to Kyle Hulett, a […]
Smart Beta – Is it really all it is beefed up to be?
Smart beta is probably the most overused expression in the world of investment today. The term suggests there are dumb betas since there are smart betas but this is not the case. There […]
Smart Beta – Is it really all it is beefed up to be?
Smart beta is probably the most overused expression in the world of investment today. The term suggests there are dumb betas since there are smart betas but this is not the case. There […]
Local CIS investors cautious – Opting for interest over equities
The local Collective Investment Schemes (CIS) industry completed the second quarter of this year with assets under management of R2.4 trillion, spread across 1 607 portfolios. Almost half of these assets were held in South […]
Local CIS investors cautious – Opting for interest over equities
The local Collective Investment Schemes (CIS) industry completed the second quarter of this year with assets under management of R2.4 trillion, spread across 1 607 portfolios. Almost half of these assets were held in South […]
Allan Gray Investment Summit – Why should SA investors fall out of love with Equities
South Africa’s equity market capitalisation equates to more than 200% of the country’s gross domestic product (GDP), the highest proportion in the world and a level that is simply not sustainable. This is […]
Investments 2019 – What will influence markets in the year ahead?
Last year was a challenging year for investors, with US equity and government bond markets both returning less than cash. While there is no guarantee of better performance in 2019, identifying the underlying […]
