White Papers

  • 19 Aug 2019

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    A differentiated approach to asset allocation in retirement
    anemptytextlline
    The investment efficient frontiers show that, at some funding ratios, it is impossible to recover from lost opportunities, no matter how much risk is taken. This means that a retiree who started investing too late or did not take enough risk, might never reach their intended outcome. In such cases investors could consider moving towards an income providing vehicle that is guaranteed instead of a living annuity, or a combination of a life annuity and a living annuity.
  • 30 May 2019

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    Joining forces: Alternative assets in a traditional portfolio
    anemptytextlline
    For most complementary portfolios that contain a mix of growth, income and protection assets, Alternative assets could provide good additions to enhance returns, reduce portfolio volatility and bring greater diversification to the portfolio.
  • 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.
  • 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.
  • 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.
  • 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.
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