Investment Outcomes

  • 29 May 2019

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    Beyond traditional investments: cranes, planes and rock ‘n roll.
    anemptytextlline
    In a lower return environment, portfolio managers need to venture ‘off the beaten track’ and explore alternative investments. Sometimes this includes real assets, planes and even music rights.
  • Sanlam Intelligence
    16 May 2019

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    Solutions thinking
    anemptytextlline
    The holy grail of investing is the discovery that, with 15 to 20 good, uncorrelated return streams, you can dramatically reduce risks without reducing expected returns. Guy Fletcher discusses the many ways in which a diversified portfolio can be achieved.
  • Sanlam Intelligence
    3 Apr 2019

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    Self-indexing: should index managers track their own proprietary indices?
    anemptytextlline
    A fundamental movement in index tracking has been fund managers building their own indices, commonly known as self-indexing. Factor investing specialists such as WisdomTree were among the first to take this route. Clearly, there are advantages and disadvantages to self-indexing, says Jason Swartz from Satrix.
  • Sanlam Investments
    28 Mar 2019

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    Music royalties: A surprisingly tangible investment
    anemptytextlline
    Music royalties can be a lucrative investment, diversifying away from other Alternative Investments. Mike Pinggera discusses how the Sanlam Real Assets Fund makes money from buying music rights.
  • 12 Sep 2018

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    Estimating future foreign asset returns in Rands via convolutions.
    anemptytextlline
    Recent changes to Regulation 28 have had definite impacts on the investment landscape, with investors (both institutional and retail) now able to increase their offshore asset allocations from 25% to 30%. This opens up questions about exactly how much investors should allocate offshore and where they should invest their money.
  • 15 Aug 2018

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    How to invest meaningfully into Africa
    anemptytextlline
    The opportunity set that exists in Africa presents investors with a sufficiently broad universe to bring positive, risk-adjusted benefits to institutional portfolios says Todd Micklethwaite, a member of the Client Solutions and Research team at Sanlam Investments.
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