6 Jul 2010
Old style managers lose their appeal
Johannesburg - Both institutional and retail investors are increasingly moving their money away from asset management firms linked to banks and insurers, in line with international trends.
According to Anne Cabot-Alletzhauer, chief strategist at Advantage Asset Managers, more and more investors are seeking out quality managers with a perceived higher level of independence.
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14 Jun 2010
Ry die markhobbels plat
Wel, as dit die “nuwe normaal” is – die frase wat gebruik word om te beskryf hoe beleggers hulle ná die finansiële krisis by kleiner opbrengste moet aanpas – lyk dit nie te sleg nie, te oordeel na die vertoning van effektetrusts.
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9 Jun 2010
Advantage Asset Managers Makes Two New Staff Appointments
Advantage Asset Managers, a Johannesburg-based asset management firm, recently appointed a new chief strategist as well as a new chief investment officer. Anne Cabot-Alletzhauser will take on the position of chief strategist, while Sonja Saunderson will take up the reins as chief investment officer.
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3 Jun 2010
Unit trusts prove their worth
Well, if this is the “new normal” – the phrase coined to describe how investors should adjust to lower returns in the post-global financial crunch world – it’s not looking too bad looking at the performance of unit trust funds.
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18 May 2010
Life's a stage ... and then you retire - Part II
Advantage Asset Managers
Advantage recently launched a product, called Advantage Lifestage Plus, that aims to deal with both the appropriate matching of your retirement savings to your annuity choice before retirement as well as giving you protection against market volatility.
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19 Feb 2010
SA industrial policy
Summit TV takes a look at South Africa’s industrial policy for the next three years with Azola Lowan from Advantage Asset Managers and whether we can dent the unemployment problem.
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17 Feb 2010
Gordhan gives taxpayers a break
Gordhan gives taxpayers a break But tax relief could be offset by inflation Feb 17, 2010 11:52 PM | By MARCIA KLEIN South Africans were given tax relief of R6. 5-billion in the Budget. Current Font Size: Tougher approach to small companies, especially cash-based businesses who avoid paying VAT Jacob Zuma Related Multimedia AUDIO Pravin Gordhan gets a cheer from opposition AUDIO 2010 Budget speech predictions AUDIO Gordhan''s first Medium Term Budget Related Articles Ministries get R71bn Pravin edges closer to R1-trillion mark Gordhan proposes wage subsidies Wage subsidies could be introduced next year
But this will not make much difference to the lives of most because the tax relief will largely offset the effects of inflation.
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29 Jan 2010
Happy returns, for some
Sasol is the most widely held share in SA pension funds. According to Alexander Forbes Asset Consultants, it is held as a top-10 share in 16 of 18 portfolios looked at in the consultant's SA Balanced Manager Watch. It makes up 5,38% of the average pension portfolio yet it is a share that has underperformed the market substantially, gaining just 12% over the past year.
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27 Oct 2009
Getting the Solution Right – Developing a Better Framework for Decision Making around Investment Options
Momentum FundsAtWork recently held an Investment Conference in which this presentation was held
Introduction
How should advisors and investors think about the investment decision-making process?
This brief synopsis proposes that the two pillars for making efficient investment decisions are to understand what goal you are trying to achieve (termed Goals Based Investing) and what risks you are prepared to take in order to achieve your goal (termed Risk Budgeting).
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1 Oct 2009
Positives and Pointers
In today’s newsletter we take a look at some positives in the economic environment and we share some thoughts from Anne Cabot-Alletzhauser on investing for retirement. There has definitely been some good news on the economic front – some bad too – but again the question that raises itself is - is this good good news or good news amidst the bad? Today we focus on the good news. Positives PMI takes a turn for the better The Kagiso PMI was released earlier today. It has risen from 39.3 in August to 48.0 in September. The Kagiso PMI is a leading indicator and is seasonally adjusted. This increase is the second largest increase recorded since the survey commenced (September 1999).
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