Privacy Policy
We use cookies to give you the best experience of our site. Please read our full privacy policy. close

Legal Disclaimer

This website specifically caters for fiduciaries, financial intermediaries or people working in institutional financial services industry.

By accepting the terms and conditions you confirm that you are a fiduciary, financial intermediary or work in the financial services or investments industry and require information regarding industry, economic or legislative updates, or information on Sanlam Investment’s products and solutions.

This website provides information on Sanlam Investments’ products, the markets and our services in general. This website is not intended for retail investors and we recommend that you seek financial advice from a financial advisor to conduct a proper financial needs analysis to ensure that our funds are suitable for your investment risk profile, financial needs and goals.

You may not reproduce, modify or create derivative works from, publish, distribute, transmit, display, license or transfer any of the content contained on this website, unless you have obtained our prior written authorisation. The website and all its content (text, graphics, icons, hyperlinks, private information and designs) are owned by or licensed to Sanlam. As such the intellectual property rights in the content on this site are protected against infringement by local and international legislation and treaties, and may not be used in any way without our or the licensor’s consent.


I ACCEPT I DO NOT ACCEPT

search results:

Regulatory Reform

White Paper: Estimating future foreign asset returns in Rands via convolutions

Executive Summary Recent changes to Regulation 28 have had definite impacts on the investment landscape, with investors (both institutional and retail) now able to increase their offshore asset allocations from 25% to 30%. This opens up questions about exactly how much investors should allocate offshore and where they should invest their money. Our aim is […]

more
Investment Outcomes

How to invest meaningfully into Africa

The opportunity set that exists in Africa presents investors with a sufficiently broad universe to bring positive, risk-adjusted benefits to institutional portfolios says Todd Micklethwaite, a member of the Client Solutions and Research team at Sanlam Investments. But, Micklethwaite says, investors should adapt those strategies which work in more developed markets to what works best […]

more
Investment Outcomes

Demystifying Alternatives

The Batseta Council of Retirement Funds of South Africa hosts conferences that address the concerns of retirement fund members and offer consolidated advice to trustees and principal officers. At this year’s July Winter Conference in Durban, speakers addressed the environment of ‘lower returns for longer’ that investment managers and retirement fund trustees are currently faced […]

more
Market Insights

Local and global markets in June

The grass isn’t always greener on the other side, and investment decisions are tough to make throughout the world’s economies. The American markets strained anxiously under the revived discussions on protectionist action and talks to upscale trading tariffs for US aluminium and steel imports. Neighbouring countries were targeted, and Canada and Mexico responded in turn, […]

more
Investment Outcomes

Incorporating alternatives into traditional portfolios

Investment managers, asset consultants and retirement fund trustees are faced with a hard fact: traditional asset classes are no longer yielding attractive or even real returns in this low return environment. With this background it makes sense to add alternative investments to portfolios as a powerful diversification tool, says Pawan Singh, Head Alternative Investments | Multi […]

more
Investment Outcomes

Evaluate alternative assets from a fresh perspective

EXECUTIVE SUMMARY In investments, nobody wants stale numbers! A technical research paper by Jaundre Scheltema and Guy Fletcher, Client Solutions & Research, Sanlam Investments. Allocation to alternative asset classes such as private equity, infrastructure, real estate and unlisted credit seems to be gaining ever more traction globally. In the US, private assets have become the […]

more
Investment Outcomes

How to take advantage of Reg 28’s new offshore limits

… and achieve outperformance using a blend of international capabilities Executive Summary Fiduciaries and other allocators of capital have never been under greater pressure to look for alternative sources of alpha to optimise returns. Muted returns, volatile markets and growing complexity mean making smarter asset calls is tougher than ever. It is in this context […]

more
Regulatory Reform

Trustees – Help your employees be more tax-wise

 

more
Investment Outcomes

How to improve the predictability of equity returns

By Guy Fletcher: Head of Institutional Solutions and Research, Sanlam Investments Delivering persistent returns above your chosen benchmark doesn’t have to be a function of trying to pick and blend the best active equity managers, says Guy Fletcher, Head of institutional Solutions & Research at Sanlam Investments. In his attached research paper, Fletcher demonstrates that […]

more
Market Insights

Budget 2018: Bold, but we’re near the limit of raising tax rate

By investment economist Arthur Kamp Aligning the tax structure with the growth objective The outstanding feature of Budget 2018 is the decision to raise the VAT rate by 1%, which nets the fiscus an additional R22.9 billion in 2018/19. Together with another increase in the fuel levy and excise duty increases in excess of inflation […]

more

most popular news

White Paper: Estimating future foreign asset returns in Rands via convolutions

How to invest meaningfully into Africa

Demystifying Alternatives

Local and global markets in June

LinkedIn

Financial Services | 1001-5000 employees
[fts twitter twitter_name=sanlamintel]