White Papers

  • 1 Mar 2018

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    How to improve the predictability of equity returns
    anemptytextlline
    Delivering persistent returns above your chosen benchmark doesn’t have to be a function of trying to pick and blend the best active equity managers, says Guy Fletcher, Head of institutional Solutions & Research at Sanlam Investments.
  • 8 May 2018

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    How to take advantage of Reg 28's new offshore limits
    anemptytextlline
    Fiduciaries and other allocators of capital have never been under greater pressure to look for alternative sources of alpha to optimise returns.
  • 16 May 2018

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    Evaluate alternative assets from a fresh perspective
    anemptytextlline
    Allocation to alternative asset classes such as private equity, infrastructure, real estate and unlisted credit seems to be gaining ever more traction globally.
  • 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.
  • Consider your options for optimising portfolios in a concentrated environment
    27 Feb 2019

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    Improving Shari’ah Compliant Investing in a Concentrated Investment Universe
    anemptytextlline
    It is important to review the efficiency of the JSE’s current Shari’ah equity indices, in order to identify whether alternative methods of constructing a Shari’ah compliant portfolio are needed to deliver superior returns and diversification.
  • Sanlam Intelligence
    15 Apr 2019

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    Areas of Indifference: Measures to compare similar portfolios.
    anemptytextlline
    An area of indifference is a method used to compare the characteristics of an investor’s current portfolio to characteristics for a set of proposed target portfolios. The investor is made aware of all available opportunities, while still maintaining a relevant reference point to base practical and realistic decisions on – in this case, the efficient frontier portfolios.
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