White Papers
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1 March 2018anemptytextllineDelivering 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 2018anemptytextllineFiduciaries and other allocators of capital have never been under greater pressure to look for alternative sources of alpha to optimise returns. -
16 May 2018anemptytextllineAllocation to alternative asset classes such as private equity, infrastructure, real estate and unlisted credit seems to be gaining ever more traction globally. -
12 September 2018anemptytextllineRecent 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. -
27 February 2019anemptytextllineIt 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. -
15 April 2019anemptytextllineAn 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.
