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Thought Leadership

Management of institutional assets – Are we ever going to get to an optimal state?

By Azola Mayekiso, CE of Sanlam Investment Management One would be forgiven to believe that institutional assets, such as life and retirement fund assets, ought to be invested with a long-term mind-set in mind. The bulk of the liabilities are due so far in the future that it stands to reason that the assets should […]

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Investment Outcomes

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 assets taps into this demand directly and, in so doing, will potentially yield above-average long-term returns. Real assets provides investors with reduced risk, long-term contractual cash flows, attractive yields and total returns and greater capital […]

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Thought Leadership

Take it offshore, with listed real assets

Executive Summary Consider your alternatives for offshore investing… Investors typically utilise traditional assets such as equity, fixed interest and cash to target offshore diversification. However, real assets can provide a valuable alternative approach and bear consideration where they can overcome the “investability” hurdle. For example, investors often don’t have the capacity to invest directly into […]

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White papers

Regime-cognisant asset allocation

Executive Summary Varying economic conditions have a direct impact on individuals, businesses and asset classes and so ultimately also impact an investment portfolio. Traditionally, when it comes to portfolio construction and asset allocation, the impacts of different economic conditions – referred to as regimes – are rarely considered, and could lead to an inefficient asset […]

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Market Forces

Medium Term Budget backs Ramaphosa’s stimulus plan

Medium Term Budget backs Ramaphosa’s stimulus plan Government’s 2018 Medium Term Budget Policy Statement (MTBPS) provides clear links between the medium-term expenditure statement on the one hand and, on the other hand, President Ramaphosa’s five growth enhancing measures, namely: Growth-enhancing economic reforms reprioritisation of expenditure establishment of an infrastructure fund addressing pressing problems in education […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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