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Today

Stewards of your investment success

By: Mike Adsetts, Global Chief Investment Officer at Momentum Investments Responsible investment practices are embedded into our investment thinking and management. Integrating environmental, social and governance (ESG) issues into investment decision-making and applying stewardship practices are two key parts of our role as a responsible investor, also known as Responsible Investing (RI). The two strategies...
Today

The importance of financial literacy

Financial literacy is once again making headlines as South Africans begin to withdraw from their retirement savings under the new two-pot system. Under the new legislation, members of retirement funds may withdraw up to a third of their retirement savings (subject to various conditions). South Africans chose to apply to withdraw a staggering R4 billion...
Today

Happy Pay, SA fintech, raises $1.8M

Happy Pay, South Africa’s only independent BNPL (Buy Now, Pay Later) provider, now with 150 000 active users, has raised $1.8 million in pre-seed funding. The funding round was led by a group of prominent South African venture capital investors, including co-lead investors E4E Africa and 4Di Capital, with participation from DotExe Ventures, Launch Africa,...
1 week ago

Achieving national policy objectives

By: Tshepiso Kobile, CEO of The Southern African Venture Capital and Private Equity Association (SAVCA) South Africa’s National Development Plan: Vision 2030 (NDP) serves as a blueprint for progress. Among the most prominent markers of progress are eliminating poverty, reducing inequality, supporting job creation and boosting the country’s competitiveness in the global arena. In this...
1 week ago

Is discrimination in the insurance industry real?

By: Josefin Rosén, Trustworthy AI specialist at SAS’ Data Ethics Practice Addressing bias in insurance is a critical industry-wide priority, particularly given its profound impact on the underwriting process. With industry experts predicting that discrimination will become a significant regulatory concern from an AI perspective, it is imperative to adopt an ethical and responsible approach...
1 week ago

The dark side of technology in financial planning

By: Francois du Toit, CFP® PROpulsion In today’s fast-paced financial world, technology has become an indispensable tool for financial planners, advisers and wealth managers. However, as with any powerful tool, technology comes with its own set of challenges and potential pitfalls. As an experienced professional in the financial planning profession, I’ve seen first-hand how misuse...
1 week ago

The attractions of the small-mid private equity segment

By: Viswanathan Parameswar, Head of Private Equity Investments Asia at Schroders, Eufemiano Fuentes Perez, Data Scientist at Schroders and Verity Howells, Investment Research Manager Private Equity at Schroders As the private equity market has grown over the past few decades, large funds have attracted an increasingly large share of overall limited partner (LP) capital. Investors...
1 week ago

Better financial education for all

By: Unati Kamlaina, Commissioner of the FSCA Speaking at the FSCA Financial Education inaugural Summit, Unati Kamlaina, Commissioner of the FSCA, spoke of the dire need for financial education in South Africa. The Summit was aimed at elevating the strategic discussion around financial education and motivating heads of financial institutions and other relevant stakeholders to...
1 week ago

Why a wrapper is worth considering

By: Ettienne Bezuidenhout, Wealth Manager at Alexforbes In an increasingly interconnected world, South African investors have access to a broader range of investment opportunities than ever before. One of the key strategies for maximising these opportunities is investing in global assets through a wrapper. An investment wrapper is a financial product or account that ‘wraps’...
1 week ago

Navigating uncertain times: Crafting a robust investment portfolio

By: Kamini Naidoo – Chief Investment Officer at Equilibrium We (continue to) live in uncertain times, where economic volatility, geopolitical tensions, and rapid technological advancements create a complex investment landscape. Amidst these uncertainties, constructing a robust investment portfolio becomes crucial for securing financial stability and achieving long-term financial goals. At Equilibrium, we believe that diversification...

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