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What COVID-19 has taught us about wealth management

It’s been over a year since the pandemic-induced stock market meltdown and since South Africa entered hard lockdown. It is time to look back and examine what this period has taught us as an industry.

How private equity deals in the mid-market space can unlock jobs

Fund managers and institutional investors can stimulate the domestic economy and create inclusive jobs by investing more in mid-market companies. Mid-market companies have cemented their position in the sectors of the economy they operate in and have great potential from both an economic and job growth perspective.

REPORT | Asset and wealth management revolution

Currently controlling more than US$110 trillion (more than 20 times the US federal budget), the power the asset and wealth management industry has in shaping the future is unparalleled. With global assets under management projected to grow by up to 5.6% per annum to US$147.4 trillion by 2025, it can shape a future which is better for investors, shareholders, the economy and the wider society.

ESG makes an impact on the world and the bottom line

Investment managers and analysts who focus on long term operational business risks, and select stocks based on those considerations, will by default be creating environmental, social and corporate governance (ESG) portfolios and will record overperformance over time.

Property managers are evolving into mediators

The role of the property manager continues to evolve. Once thought of as 'merely' rent collectors, it became all too evident that the role of a good property manager had progressed to encompass that of asset management. Now, with the effects of COVID-19 being keenly felt by businesses the world over, the role of the property manager has evolved once more to now include mediation as a key skill.

Estate planning considerations for retirees

Recently, the importance of proper estate planning and specifically the importance of having a valid and up-to-date Will, has gained some attention. What is often not addressed is the unique estate planning needs of consumers at the various stages in their lives, such as retirement.

What is systematic investing, and why is it the way of...

Systematic investing is a scientific, evidence-based approach that takes the emotion out of investing and allows for better investment outcomes as decisions are based on rules. This mathematical approach offers more science and less art; has a higher success rate; is more predictable and generates higher returns for investors, with lower fees.

Industry secrets to retire with 25% or more in savings

What if we said you could easily retire with 25% more in savings? What if we told you the system is designed so you don’t find out how to do this? People asking for advice on the 'the best funds' for retirement but not questioning the fees they’re paying have their heads buried in the sand.

Diversity and innovation key to the future of asset managers

Diversity and innovation will be key in the future of asset managers in South Africa as the client base evolves to more multicultural and multifaceted millennials. In South Africa, millennials represent the largest generation to enter the workforce – more than 50% of the workforce in 2020, and 75% by 2030.

Economic downtown: a new breed of asset managers

What does the economic downturn mean for the asset management sector and how should we respond? The asset management industry is facing uncharted territory as it grapples with the impact of COVID-19 on business models and the challenge of integrating technology into their existing business models.


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