Secondary

Landmark SA Investment Panorama study

Major investment institutions and leading asset managers have welcomed the recent launch of the South African Investment Panorama survey. The study, which is a project spearheaded by international strategic research company Insight Discovery, is designed to identify the issues that really matter to South Africa’s Independent Financial Advisers.

Nigel Sillitoe, CEO of Insight Discovery, says that the timing of the survey is ideal. “We have had strong support from our sponsors. The Financial Services Board’s Retail Distribution Review could dramatically change the way in which Independent Financial Advisers are remunerated. From the discussion document issued by the Regulator, it is evident that the future holds both challenges and opportunities for the industry.”

Syndicated research projects like the South African Investment Panorama are extremely unusual in South Africa. This project is modelled on the successful Middle East Investment Panorama. In its sixth year, it is one of the most sought-after corporate intelligence reports in the Middle East’s investment community.

The survey will be distributed to Independent Financial Advisors via locally based compliance and industry service provider Moonstone Information Refinery. Absolute confidentiality is guaranteed. According to Sillitoe, it takes about 15 minutes to complete the online survey which will focus on financial advisers and wealth managers that have dealings with asset management companies and/or LISP platforms.

The questionnaire covers a wide range of topical issues, such as challenges and opportunities facing the industry, succession planning, white label broker funds and much more.

For further information about the South African Investment Panorama survey, please email info@insight-discovery.com.

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