Practice Management Articles

  • Changing lanes
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    It’s here, multi-management 2.0
    anemptytextlline
    1 June 2017
    ‘The world of investing has changed,’ says Selwyn Pillay, CEO of Sanlam Investments Multi Manager. ‘But we’re ahead of the curve and our business has already adapted to these changes.’ This was one of the key messages Selwyn Pillay shared with Implemented Consulting clients at the first Sanlam Investments Changing Lanes Multi Manager Forum hosted by Sanlam Investments during May. In describing his adaption to change, Selwyn noted that multi-management used to be all about asset allocation, building blocks and manager selection to construct funds that would achieve the client’s return objectives. ‘The paradigm has changed. Now we select and blend risk exposures instead. It’s a subtle but important difference. We believe that you cannot manage returns, but risk is possible to manage – and through managing risk exposures we can achieve the client’s return objective,’ says Selwyn.
  • Effective Annual Cost
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    Effective Annual Cost (EAC) – What you need to know
    anemptytextlline
    29 September 2016
    Effective Annual Cost (EAC) is implemented on 1 October and will change the way clients evaluate product choices. What do you need to know about this measure that’s been designed to be used by you and your client to compare charges on retail investment products? We’ve compiled a list with frequently asked questions for easy reference.
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    Delay in RDR implementation
    anemptytextlline
    21 July 2016
    The Financial Services Board (FSB) has announced a delay in the RDR Phase I timelines originally communicated in November 2015.
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    5 Top Trends Facing Investment Industry
    anemptytextlline
    1 February 2016
    The five key trends, challenges and opportunities currently shaping the investment industry.
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    Putting The Fun Into Virtual Financial Planning
    anemptytextlline
    24 October 2015
    Kate Holmes, founder of Belmore Financial LLC, gave delegates attending the FPI Retirement and Investment Convention in Cape Town in September a glimpse into the life of a virtual financial planner.
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    Keeping Future Fit
    anemptytextlline
    1 October 2015
    Fintech, partnership and investor education emerge as key enablers. It’s no secret that Sanlam Investments (SI) is on a client-centricity drive and that we switched from a product to a solution mindset quite a few years ago. To create world-class solutions we pay attention to what clients need most and keep track of what is being offered globally.