Archives for Alexander Forbes Investments

GENDER DIVERSITY AND TRANSFORMATION IN THE FINANCIAL SECTOR AN IMPERATIVE TO FUTURE SUCCESS

Female representation in management and strategic positions still low Diversity should be a board driven initiative rather than a compliance exercise The work environment should recognise women as both professionals and working mothers Gender diversity and transformation makes good business sense Three women occupying leadership positions in the SA financial services sector believe more needs to be done to break the male domination in the sector where gender diversity and transformation is still low particularly in senior and leadership positions. They say nearly three decades after democracy, discussions on a transformed sector should now be more about the success of
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Categories: Alexander Forbes Investments.

THE OPTIMAL ALLOCATION FOR OFFSHORE VS LOCAL INVESTING

By: Yuvern Dokie, Senior Technical Investment Specialist, Alexander Forbes Investments and John Anderson, Executive, Investments, Products and Enablement, Alexander Forbes After the rand plummeted and blew out to more than R19 to the dollar early last year, there has been a lot of debate around taking more investments offshore and easing restrictions of offshore investing. The analysis and discussions that follow consider the different markets and how they stack up against a balanced solution. During the peak of the Covid-19 pandemic, both local and global markets fell drastically, and a lot of attention was given to offshore investing. In the
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Categories: Alexander Forbes Investments.

Alexander Forbes releases findings of 2020 Manager Watch™ Survey of Retirement Fund Investment Managers

The Alexander Forbes Manager Watch™ Survey of Retirement Fund Investment Managers showcases the performance of institutional fund managers in South Africa, the largest and best asset managers, as well as their BB-BEE ratings. The survey, which was first published in 1994, includes 20 surveys: eight balanced, eleven specialist and one multi-manager. There was an increase of 8.4% among asset managers and 2.6% of new strategies who participated in the surveys in 2020 compared to the previous year. In 2020, 77 asset managers participated and 485 participating strategies. 1. Assets under Management survey highlights The Old Mutual Investment Group (OMIG) is
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Categories: Alexander Forbes Investments.

EMBRACING ALTERNATIVE OPPORTUNITIES TO WITHSTAND SHOCKS AND CHANGES TO YOUR INVESTMENTS

Traditional investments like shares, bonds and cash need help. Riccardo Fontanella, head of technical marketing at Alexander Forbes Investments, says that investors are increasingly looking to alternative investments for absorbing shocks from their investment portfolios. Meet Mr Market In his book, The Intelligent Investor, Benjamin Graham describes the financial market as a grumpy, moody and often depressed person. One day he is happy with markets on the rise, the next day he is depressed and causing markets to fall through the floor. The problem is that one never knows in what mood he will be. For many years, blending shares,
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Categories: Alexander Forbes Investments.