Tag: investment strategy

The concept of investing in environmental, social, and governance (ESG)-centric products is not new. Institutional investors have long modelled their investment strategies around socially responsible themes such as clean air and water, diversity, human rights, and workplace fair practices.

“There is no such thing as a once-in-a-lifetime opportunity. A hurried mind is an addled mind; it cannot see clearly or hear precisely; it sees what it wants to see, or hears what it is afraid to hear, and misses much. A knight makes time his ally. There is a moment for action, and with a clear mind that moment is obvious.” – Ethan Hawke, Rules for a Knight

As a multi-manager, the two most important investment decisions we face are manager selection and asset allocation. Our manager selection process is aimed at identifying managers and funds that deliver consistent long-term performance aligned with the investment philosophy of the strategy.

We are pleased to present our 2021 Africa Private Equity Confidence Survey (PECS). This publication is centred around valuable insights into how fellow private equity (PE) practitioners view the African PE landscape, specifically their future expectations over the next 12 months.

Any listed company has a strategy outlining where that company wants to go and how and when it is planning to achieve this. The same can be said about an investor looking to achieve long-term financial success. As an investor and saver, you should know where you want to go (identify your goals), how you are going to achieve this (investment and savings strategy), and the time frame associated with those investment and savings goals.

The world is facing one of its gravest crises in recent memory as it stares down COVID-19 and the wealth management industry has a key role to play by steadying the investment ship and navigating investors’ safely through this storm.

With low GDP growth, credit ratings downgrades and the COVID-19 pandemic, our economy has taken a knock, leaving many investors’ reluctant to save and invest.

In 1982, Forbes Magazine in the United States published its now renowned list of the 400 wealthiest Americans for the first time, ranked by their net worth. Twenty-one years later, JP Morgan conducted a study to examine the list and determine which families remained amongst the country’s wealthiest. The result was astonishing: