Innovation Articles

  • A consistent performer, no matter the cycle
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    A consistent performer, no matter the cycle
    anemptytextlline
    2 March 2017
    In an era of volatility and uncertainty, the world of investing often resembles a labyrinth of indecision and changing goal posts. Even the most focused investors can find themselves caught up in external noise and emotion, eventually questioning their investment choices. During periods of volatility, investors need to be able to depend on funds that have proven their ability to reduce drawdowns and potential capital loss. Volatility therefore requires effective tactical asset allocation. The Sanlam Investment Management (SIM) Inflation Plus Fund meets this need.
  • Budget 2017
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    Budget 2017: Only growth can balance the books
    anemptytextlline
    16 February 2017
    The improvement in the Main Budget primary budget balance is a clear statement of intent. It is also a remarkable achievement in a low-growth environment with an excessive unemployment rate and rising demands on state resources. In addition, Treasury’s track record in containing expenditure has improved in recent years. Considering these developments it is fair to argue some of the key building blocks are falling into place to return South Africa to fiscal sustainability. Even so, the risk to fiscal sustainability is material. The impact of tepid economic growth on government revenue is well documented. What will it take to make the books balance?
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    Sanlam portfolios take the lead
    anemptytextlline
    26 January 2017
    After the 21st Raging Bull Awards ceremony held in Johannesburg last night, several portfolio managers brought home awards for being first in their category. The prestigious Raging Bull Awards ceremony recognises the top managers in the South African unit trust industry, measured on their long-term performance. The winners were the SIM Enhanced Yield Fund, the SIM Small Cap Fund and the SIIP India Opportunities Fund.
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    Advising a woman: why a man’s plan won’t fit
    anemptytextlline
    5 October 2016
    According to the CFA institute, the global income of women will grow from $13 trillion to $18 trillion over the next five years. That’s more than the GDP growth of China and India combined over the same period. Yet research shows most women do not have a financial adviser. According to a senior marketing executive that Ernst & Young interviewed at a large wealth management firm, 60% of financial advisers believe women should be served no differently from men. But Ernst & Young LLP’s research shows this might not be a sound approach.
  • Sanlam making history in the hedge fund space
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    Sanlam making history in the hedge fund space
    anemptytextlline
    15 September 2016
    Sanlam Investments has a long history as a pioneer in the hedge fund industry. In its latest quest, alternative manager Blue Ink Investments launched regulated funds of hedge funds, of which the retail funds are positioned against ASISA risk-profiled funds – Multi Asset Low Equity, Multi Asset High Equity and General Equity. This step is a first in an industry which normally uses cash as a benchmark. With these risk profiles advisers can seamlessly include funds of hedge funds in a balanced portfolio. Bonolo Zwane, MD of Blue Ink Investments, and Bruce Simpson, head of the single manager hedge fund division, tell us more about the opportunities they create for their clients and for new talent wanting to enter the hedge fund industry
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    Emotion Gives Human Advisers An Edge
    anemptytextlline
    4 July 2016
    The Age Of The Machine Is Upon Us..