Among the millennials surveyed, 42% did not know what they were paying their service providers in fees on retirement savings and a further 51% believed they ...
MBAs have their place, but they aren’t ideally suited to executives embedded in the investment management food chain
It makes sense for life offices to keep some asset management capability
The level of understanding of financial stress is at a record high but it is still too low
There is a growing demand for highly concentrated global funds. But the Ashburton Global Leaders Equity Fund still stands out with a maximum of 25 shares
Peregrine shareholders like the operating businesses, but not the extra risk the balance sheet investments bring
Household wealth report shows that 21% of all gross income goes to servicing debt. More concerning, 70% of this debt goes towards consumption debt and just 30% ...
Bezuidenhout had no part in the downgrade — but his indices have exposed the deplorable performance of active fund managers, writes Stephen Cranston
Fama and French helped develop a more scientific approach to asset management
Perhaps it is time the cosy relationships between investors and investees becomes a little less comfortable
Life insurers are good indicators for the economy as policies are often the first thing to be cancelled when a client is short of cash
It is time for the FSB to treat SA investors as adults and give full access to long-only mutual funds in all well-regulated jurisdictions
Just 28% of fund managers were motivated by helping clients achieve their goals
Intriguing is what operating assets a freshly capitalised Sea Harvest hopes to snag domestically
And just to lift our spirits, note that our short-term numbers (that is since 2000) are also the best, at 8.2% in the Credit Suisse Investment Returns Yearbook
Many intermediaries prefer the familiarity of traditional unit trusts to exchange traded products, writes Stephen Cranston