Report on active and passive portfolios reveals key trends for investors
The Morningstar Barometer shows where active management adds value and where low-cost passive strategies hold the upper hand.
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Alexforbes sharpens retail focus as it posts double-digit growth across key metrics
Alexforbes has launched Alexforbes One, its third umbrella fund and first designed for both internal consultants and IFAs, marking a major step in its strategy to strengthen ties with advisers.
Ninety One grows AUM by 4% in ‘another tough year’
Despite net outflows of £4.9bn, positive market and foreign exchange moves added £9.7bn to assets under management in the year to March 2025.
Collective investment schemes post strongest quarterly inflows in years
Despite a turbulent first quarter marked by political discord and trade-tariff shocks, CIS managers attracted R48bn in net inflows – the highest quarterly figure since 2020.
In the age of AI, asset managers face a new kind of intelligence test
As artificial intelligence accelerates a quiet revolution in active asset management, Coronation’s Peter Kempen argues the future lies in blending AI’s speed and scale with human intuition and judgment.
When passive meets disruption: unearthing alpha in a market-cap world
With passive assets now eclipsing active globally, Coronation’s Peter Kempen argues that momentum-driven capital flows create fertile ground for fundamental research – and for active managers who can spot value that index trackers miss.
Retail hedge funds surge as industry hits record growth
A decade after the introduction of hedge fund regulations, retail investors are driving strong growth, with RHFs attracting R11.84 billion in net inflows in 2024.
Sanlam fires on all cylinders, delivering strong earnings and new business
The group recorded double-digit earnings, robust new business volumes, and an increased dividend, all underpinned by its tri-regional focus.
Sanlam and Ninety One seal key deal to reshape active asset management landscape
Sanlam and Ninety One share key agreements, marking the next step in their strategic partnership.
Record R35.25bn outflow marks cautious year for South Africa’s CIS market
Reinvested income and strong interest-bearing portfolio performance led to net inflows of R85.82 billion in 2024.
Revised unit trust fund classifications: early impact in focus
The new SA Multi Asset SA High Equity category is expected to gain traction over time, despite slower uptake in the early stages.
New survey to enhance transparency and benchmarking for investors
The new DFM Manager Watch survey by Alexforbes aims to provide independent financial advisers and investors with up-to-date performance data.
Rising risks and rewards: the shift to asset-intensive reinsurance in the insurance sector
As insurers increasingly turn to alternative assets and cross-border reinsurance, industry experts highlight the growing complexities and risks.
Sanlam partners with Ninety One in R400 billion asset deal
Ninety One will acquire Sanlam Investment Management and oversee investment management for Sanlam Investments UK.
CIS industry sees R42.3bn in net inflows as investor confidence rebounds
Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.
Old Mutual reports double-digit growth in gross flows
The group’s latest trading update discloses a 19% surge in gross flows and a rebound in net client cash flows.
Sanlam sees strong growth across all business lines
The group’s new business volumes in life insurance grew by 12%, while net operational earnings rose by 17%.
