Diversification through international real assets
Executive Summary The world’s population is growing and living longer, creating ever-increasing demand for resources and infrastructure. Investing in real ass...
moreHow 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 portf...
moreDemystifying 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 ...
moreIncorporating 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 e...
moreEvaluate 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,...
moreHow 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 g...
moreHow 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...
moreSanlam Fixed Interest team tops
Two Sanlam portfolio managers brought home accolades for being top in their fund categories. ...
moreSIM Enhanced Yield gets AA- credit rating
Global Credit Ratings (GCR) confirmed last night the national credit fund rating it gave to the Sanlam Investment Management (SIM) Enhanced Yield Fund as AA-(ZA...
moreThe elusive one-Greek geek
In the land of volatility, is the one-Greek (“alpha”) geek still king? How often has the phrase “it’s a stock-picker’s market” been used? This b...
moreCan alternatives transform retirement fund returns?
Azola Zuma, Chief Executive for Sanlam Investment Management, debates with us the environment of ‘lower returns for longer’ that investment managers and ret...
moreIncorporating alternatives into modern portfolios
Guy Fletcher, Head of Institutional Solutions & Research, explains how it can be done. Investment managers, asset consultants and retirement fund trustees a...
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