Investment Outcomes
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7 Nov 2019anemptytextllineThere is growing consensus that sustainable investing will be a mainstream discipline and key trend in the 2020’s. Regulators across the world have already set their expectations for the industry’s players with requirements of greater transparency, investment process integration and reporting. But sustainable investing is about more than ESG. -
30 Sep 2019anemptytextllineWith private equity funds taking longer to close, managers are having to demonstrate differentiated and innovative offerings. These factors create an attractive environment to deploy investment funds. -
28 Aug 2019anemptytextllineDerivatives are often associated with complexity, risk and leverage but in reality they allow fund managers to put in place insurance that protects investments against downside risk. Used for hedging, they are particularly useful in times of great volatility and uncertainty, like now. -
25 Jul 2019anemptytextllineBaba Shiv, marketing professor at Stanford Graduate School of Business, was speaking last month about neural networks and how they shape emotions, motivation and ultimately your client’s financial plan at the annual i3 Summit, hosted jointly by Sanlam Investments and Glacier by Sanlam. -
16 Jul 2019anemptytextllineAt the sixth annual i3 Summit Satrix chief investment officer, Kingsley Williams, likened the structuring of a successful investment portfolio to choosing the right systems to harvest and store water. “We build portfolios to achieve specific objectives; if we equate water with market returns then we can see how the analogy plays out”. The trick is to have different sources of water, or a sufficiently diverse portfolio to generate excess return through both good and bad times. -
12 Jul 2019anemptytextllineAt the 2019 i3 Summit, hosted jointly by Sanlam Investments and Glacier, Richard Clode from Janus Henderson Investors talks about the investment opportunities created by technology disruption.
