Trends in asset consulting
Trends in Investment Consulting Transformation of the South African fund management industry continues to be both a priority and challenge. However,...
13Oct
13Oct
Dual Consulting
Investment consulting models in South Africa still lag behind the international governance trend which insists on absolute independence of the...
09Oct
Asset manager research and selection (e.g. quantitative and qualitative reports)
Investment vehicles (e.g. collective investment schemes, pooled versus segregated mandates) Mandate construction and mandate reviews Performance...
09Oct
Investment Strategy
Implementation and review of Investment Strategy Risk management (e.g. market, operational, credit and liquidity risk). Portfolio construction (e.g. specialist, balanced, core-satellite strategies...
09Oct
Fund Policies
Drafting, implementation and review of Investment Policy Statement. Drafting, implementation and review of Investment Strategy Document. Drafting, implementation and review of Responsible...
09Oct
Market Environment
Global and local macro-economic environment Economic and market overviews and analysis. Environmental, Social and Governance issues and Socially Responsible Investment (e.g. UN...