The December issue of MoneyMarketing is now available. We’re investigating potential changes in the funeral policy industry; the power of ESG investing; why structured products matter; an interesting way to look at educational policies and we hear from some investors on what they learned from a challenging 2024.
Imagine a workplace fostering longevity and well-being, inspired by “blue zones,” regions known for long life expectancies. Medihelp Medical Scheme adopts this, creating a “green zone” that promotes health and well-being. By advocating healthy diets, physical activity, community, mental health, positive environments, and purpose, companies can cultivate a thriving workforce, enhancing employee vitality and engagement.
By: Nico Janse van Rensburg
Head of Retail Distribution
Amplify Investment Partners has celebrated the 10-year anniversary of its Amplify SCI Defensive Balanced and Strategic Income Funds, which have achieved annual returns of 8.92% and 8.42% respectively, surpassing their benchmarks through active management and tactical asset allocation. Established in 2018, the firm attributes its asset growth to strong partnerships with boutique asset managers and disciplined risk management strategies, although individual investor results may vary due to initial fees and investment timing.
By: Jana Van Rooijen
Responsible Investment Specialist
Stewardship involves taking ownership of assets, engaging, and voting with investee companies. It’s vital across asset classes, particularly given South Africa’s limited investment universe. Sound stewardship principles guide engagement and proxy voting, fostering transparency and ESG understanding. Investors collaborate, especially if non-material, to influence sustainable outcomes, aligned with Responsible Investment policies and SDGs, ensuring active ownership and positive impact.
