Kirshni Totaram, CFA, FIA

CityWire SA Discretionary Fund Management CIO Roundtable Roland Gräbe, CFA, Interim Chief Investment Officer (CIO) at Old Mutual Multi-Managers, joins this interesting roundtable trio of respected discretionary fund managers unpacking the evolution of their firms’ solutions and current state of play. Watch now: https://lnkd.in/eDT6EU5b #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

8

Africa’s current infrastructure deficit presents major investment opportunities. Make sure you don’t miss Mazi Asset Management, Portfolio Manager, Keonethebe Bosigo as he expands on the benefits of investing on the continent. You’re invited to the Batseta Council of Retirement Funds for South Africa Webinar where we will discuss these opportunities at length. Click on the link to register https://lnkd.in/dTsXHaGV #MaziAssetManagement #BatsetaWebinar #AfricaArise #Opportunities #AfricaEquity

96

SOUTH AFRICA’S PATH TO SUSTAINABLE ECONOMIC GROWTH🇿🇦📈 More than 100 days have passed since a successful and peaceful election process, which has left South Africa’s financial markets poised for significant growth due to recent political and economic developments.  Sentio Portfolio Manager Olwethu Notshe, CFA, CAIA, CQF discusses the positives that are driving the path to success in a recent FUNDHUB.co.za article. ~ Download this encouraging 5 minute read below⬇️ . . . #Sentio #SentioCapital #SAeconomy #LocalEconomy #EconomicGrowth

18

Sanlam Smooth Bonus Market Value Adjustments guide | Q2 2024 Performance Update – Melissa Reddy, Senior Investment Consultant: Sanlam Corporate: Investments Melissa explains smooth bonus market value adjustments and how it applies to benefits payments (like death, disability, dismissal, resignation, retirement or retrenchment) and selective withdrawals (examples switching between portfolios and two-pot savings withdrawals). To view the video, click below.

10

Join us on Asset TV for an enlightening Discretionary Fund Management Masterclass featuring Roland Gräbe, CFA, Interim Chief Investment Officer at Old Mutual Multi-Managers. In the masterclass, Roland shares valuable insights on economic fundamentals, including the rand, the economic volatility, upcoming elections and their impact on investors. He also delves into asset classes, discussing risk factors and opportunities between local and global equities. Roland then closes off by outlining the pivotal role of Discretionary Fund Management for advisors in investment education. Don't miss out on this insightful discussion. Watch now: https://lnkd.in/dfkymJTC #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning

26

We’re thrilled to introduce a groundbreaking innovation in retirement planning—the Managed Life Living Annuity Why this is a game-changer for your clients: • Security meets growth: Clients gain the peace of mind of a secure income while enjoying the opportunity for portfolio growth to support future financial needs. • Tailored to individual needs: The product uses a guided advice architecture and is available on the Allan Gray Proprietary Limited platform. The process factors in your client’s risk profile, income requirements, and marital status. This creates a bespoke balance between secure income and growth opportunities. • Simplicity and innovation: This unique combination of solutions eliminates complexity, empowering advisors to offer a world-class retirement income strategy to your clients. www.mitonoptimal.co.za #Income #IFA #IndependentAdvice #DFM

12

*The Future of Portfolio Management: Tech-Driven Risk Models* AQUA - Numoro's AM ETF listed on the JSE, is leading the charge in adaptive, risk-smart portfolio solutions, as highlighted in a Citywire article by well-known strategist Roland Rousseau. This insightful article supports Numoro's strategic vision of how machine learning can enhance portfolio management solutions. Discover how technology-driven risk models are becoming the cornerstone of tomorrow's portfolio management. 👉 Read the article here:  https://lnkd.in/drDtN4BB Citywire Morningstar Financial Times #PortfolioManagement #InvestmentStrategy #RiskManagement #FinancialInnovation #NumoroAM #AquaETFs

12

4 Comments

Eugene Braak facilitated a discussion with Etienne Roux (CA)SA, CFA (Truffle Asset Management), Kanyisa Ntontela (Amplify Investment Partners), and Peter Duminy (Sanlam Private Wealth) who took a closer look at how property has performed as an asset class both locally and globally. They also examined the role property plays in multi-asset portfolios. #GlacierInvestmentSummit #TopSecretsToSuccessfulInvesting #GlacierbySanlam #ThinkWorldClass

17

Access the most recent fund factsheet for a comprehensive analysis of the Sesfikile BCI Property Fund's performance, strategy, and mandate, along with insightful investment commentary for October 2024. Highlights for the month include: The FTSE/JSE All Property Index (ALPI) fell by 2.7% in October, while cash outperformed other asset classes. Rising bond yields, driven by strong US economic data and expectations of fewer interest rate cuts, negatively impacted the property sector. UK property counters also suffered due to concerns about public spending and inflation. Top performers included Emira, Attacq, and Fairvest, while Sirius and Shaftesbury Capital lagged. Key corporate actions included NEPI Rockcastle’s €300m capital raise, partially subscribed by Fortress, and Vukile’s disposal of Lar Espana stake alongside potential acquisitions in Spain. Despite October’s pullback, the sector shows long-term value, with projected total returns of 13-14% annually over the next 3-5 years, driven by dividend yields (8%) and earnings growth (5-6%). Asset recycling and investments into quality properties remain positive trends. #sesfikilecapital #invest #investmentopportunities #reits #localinvesting

12

A blended retirement solution powered by a Discretionary Fund Manager. MitonOptimal South Africa and retirement income specialist, Just SA, have collaborated to create an innovative retirement solution providing investors with a stable income and the opportunity for growth. In this video, George Dell, Executive Director - Discretionary Fund Management, and Paul Truscott, Senior Business Development Manager at Just SA, discuss how this solution works, the innovation embedded in it and how advisers can assess it.

30

2 Comments

Our Chief Investment Officer, George Herman, recently appeared on eNCA with Francis Herd to discuss the positive outlook for the rand for the rest of 2024. In the interview, George explored key domestic and global factors driving this optimism and highlighted the role of the Government of National Unity (GNU) in shaping this favourable outlook. Watch the interview below. #CitadelSA #BeyondRemarkable #EconomicOutlook  

27

2 Comments

Find out how SA’s Government of National Unity could shape the local market outlook, in an article from the Q3 Fundamentals series. Portfolio Manager Jason Swartz writes that political instability often leads to higher risk premiums for investor assets, as seen in South Africa's volatile pre-election period. However, since the establishment of the #GNU, investor sentiment has improved with key appointments like Enoch Godongwana as Finance Minister and Khumbudzo Ntshavheni in the Presidency, supporting fiscal and structural reforms. The GNU also included opposition parties in significant roles, which could foster growth. Investors are cautiously optimistic, awaiting progress on energy capacity and governance, with South African assets remaining undervalued, as foreign investors look for signs of further reform that could drive economic growth in the country. https://lnkd.in/d22mQdZX #InvestmentInsights #SouthAfricanEconomy #FiscalReform

7

What an inspiring fireside chat hosted by Tsitsi Hatendi-Matika at the CFA Society South Africa 2024 Annual Investment Conference. Tryphosa Ramano shared invaluable insights on the future of South Africa's investment landscape, the challenges and opportunities facing women in leadership, and the path forward for our country. Key takeaways: - The private sector, public sector, and civil society must work together to address South Africa's challenges. Operation Vulindlela offers opportunities for private sector co-investment in infrastructure. - While the increase in the offshore limit is positive for retirement fund members, it lead to capital outflows. Investing in domestic infrastructure is essential for job creation and addressing social economic issues. - The pace of economic transformation, particularly for women, has been too slow. The industry must prioritise diversity and inclusion, including gender diversity. - Supporting young professionals through mentorship and sponsorship is crucial. Both mentees and mentors must be committed to professional integrity and aligned values. Let's continue the conversation and work together to build a brighter future for our country, South Africa. Ninety One CFA Society South Africa #CFASocietySA #womeninleadership #southafrica #investment #future

54

1 Comment

ESG Conference (Intergenerational Wealth Transfer) - Intergenerational Wealth and Impact on ESG | ESG Summit May 2024 Join Gontse Tsatsi, Head of Retail Clients at Old Mutual Investment Group, on Asset TV's ESG Summit as he explores intergenerational wealth and its impact on ESG. Gontse delves into the crucial role of financial planners in aligning client goals with ESG solutions. Listen to the full discussion here: https://lnkd.in/d-Z5yzcM #ESGSummit #ESG #SustainableInvesting #IntergenerationalWealth #FinancialPlanning #PositiveImpact

30

🔭 Much, if not all, of retirement planning focuses on the future. Trying to look ahead to make sure that we (or our clients or members) are provided for at some future date. Today’s articles on www.ebnet.co.za reflect the anticipatory stance of waiting for something: should we invest in China, will rates come down, what will happen with water security in the future? 💭 📖 I am currently reading “The Psychology of Money” by Morgan Housel (a book recommended to me by one of our EBnet Evolutionaries Conference speakers, and I encourage you to read it too). 📚 One of the concepts that has stuck with me is that saving and investing are behaviours of self-care. Start doing  something now so that the future you is taken care of – both financially and psychologically. Alexforbes’ entry into the Evolutionaries Awards anticipates what the Retirement Fund of the Future will look like (Carina Wessels) https://lnkd.in/d8R9rqXc. What kind of investment landscape can we expect? What will members want? What standards of governance will be expected? The intention being to start doing something now to ensure that members’ futures are taken care of. The number of two-pot withdrawals alone suggest that planning for some unknown future is difficult. And so I guess, it’s a balance between what I need/want now vs what I’ll need/want later. #theevolutionaries #evolutionaryawards #ebnet #retirement #conference

5

How important are relationships in the advice industry? In this week’s edition of #PlatformPerspectives, Specialist Investment Consultant (SIC), Angela Nxumalo shares her thoughts on crafting robust relationships with clients, and continually arming yourself with the right skills and knowledge needed for success. #SIC #INN8Journey INN8 Investment Platform

18

2 Comments

Join us for an insightful discussion at the Morningstar Investment Conference in September!    Andrew Vintcent from ClucasGray will be on a panel discussing "A Different Perspective on SA Equities." We're moving beyond valuations to explore the catalysts that could unlock value in the South African market. The conversation will delve into personal stories, lessons in resilience, and the importance of building great teams.   Don't miss out on this opportunity to gain a fresh perspective on South Africa's potential post-2024 elections. #MICSA #InvestmentConference #SAEquities #ValueUnlock #ClucasGray Morningstar

11

Join Linda Eedes, CFA and Foord South Africa Chief Investment Officer, Nick Balkin, in this podcast as they discuss recent trends impacting Foord's multi-asset funds. They unpack the reasons behind the disparity between global and local markets – where global equities have rallied, while South African stocks face challenges due to election uncertainty and currency volatility. Nick also examines the rising bond yields and how fixed income assets are becoming more attractive, yet require careful consideration amid inflation and debt concerns. Listen to Quarterly Conversations Q1 2024 | Multi Asset on Foord podcast channels: Spotify: https://lnkd.in/gRKh4Nvx Apple Podcasts: https://lnkd.in/g42im93K #finance #investing #capitalmarkets #wealthmanagement #equities

16