• About
  • Our People
  • Advertise
  • Data Privacy
  • Contact
Skip to navigation Skip to content
Moonstone Information Refinery | Logo
  • Online
  • Services
    • Regulatory Exam BodyRE1 & RE5
    • Compliance & Risk ManagementFAIS, FICA, NCA, Privacy & Labour
    • Business SchoolQualifications, COB & CPD
    • Information RefineryNewsletters & Media Kit
    • Workforce SolutionsBBBEE, EE & Skills Dev Reports
  • Careers
  • Workshops
  • CPD
  • Home
  • Cart
  • Checkout
  • Home
  • Job Card | MCOM
  • Job Card | MSS
  • My account
  • Partners
  • Subscribe
  • Regulatory Exam Body
  • Services
    • Compliance & Risk Management
    • Regulatory Exam Body
    • Information Refinery
    • Workforce Solutions
      • Workforce Solutions | Book a Consultation
  • About
  • Our People
  • Advertise with us
    • Advertising Media Kit – Download
  • Data Privacy
    • Cookies
    • Data Privacy Policy
    • Privacy Notices
    • Email Disclaimer
    • Website Terms & Conditions
    • Copyright Notice
    • Event Refund / Cancellation Policy
  • Contact
    • Contact | Thank You
    • Subscribe | Thank You
  • Sitemap
  • Jobcard
  • Library
    • Regulatory Examination Library
    • Moonstone Library
  • Data Subject Requests | MIR
  • Data Subject Requests | MCOM
  • Data Subject Requests | MBSE
  • Data Subject Requests | MBS
  • Data Subject Requests | MSS
Home / Posts tagged “Portfolio”

Portfolio

Videos

Video interview: New mutual insurer enters the market

Read More

Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

Read More

Issues around Budget 3.0 with tax specialist Louis Botha

Read More

Inclusion of smoothed bonus policies in default investment portfolio – Conduct standard tabled

“A new conduct standard on the conditions in terms of which smoothed bonus policies may form part of default investment portfolios was released on Tuesday evening and is scheduled to come into force […]

Read More

Inclusion of smoothed bonus policies in default investment portfolio – Conduct standard tabled

“A new conduct standard on the conditions in terms of which smoothed bonus policies may form part of default investment portfolios was released on Tuesday evening and is scheduled to come into force […]

Read More

ASISA quarterly stats – Local CIS portfolios favour interest bearing portfolios

The Association for Savings and Investment South Africa (ASISA) recently released the Collective Investment Schemes (CIS) industry statistics for the quarter and year ended March 2020. The CIS industry reported net inflows of R23 billion […]

Read More

Investment – Balancing your portfolio to weather economic volatility

Given the volatility of South Africa’s currency, its political situation and its economy, local investors would do well to establish portfolios that preserve their capital for the long term that incorporates offshore investments […]

Read More

Investment – Balancing your portfolio to weather economic volatility

Given the volatility of South Africa’s currency, its political situation and its economy, local investors would do well to establish portfolios that preserve their capital for the long term that incorporates offshore investments […]

Read More

Services
  • Compliance & Risk ManagementFAIS, FICA, NCA, Privacy & Labour
  • Business SchoolQualifications, COB & CPD
  • Information RefineryNewsletters & Media Kit
  • Workforce SolutionsEE & Skills Dev Reports
  • Regulatory Exam BodyRE1 & RE5
Investment Rates

 

Updated 12 May 2025

View Now

Money Market funds

Updated 12 May 2025

View Now

Future of financial advice is blending tech with heart
Video Player
https://youtu.be/tw46vMlQa6M
00:00
00:00
05:40
Use Up/Down Arrow keys to increase or decrease volume.
Newsletter Subscription

  Stay at the top of your game

Subscribe
This field is for validation purposes and should be left unchanged.

Tweets by MoonstoneInfo
Contact Us

+27 21 883 8000

-33.9652451,18.8405387

Email us

Find us

25 Quantum Street, Technopark
Stellenbosch, South Africa
  • Viceroy | FSCA wants the power to serve foreign operators digitally
  • Restarting Ithala: inside the legal tug-of-war over SA’s ‘state bank’
  • Funds ‘must do more’ to hold employers accountable for arrear contributions
  • When passive meets disruption: unearthing alpha in a market-cap world
  • Grace period doesn’t prevent insurers from rejecting a claim
Services
  • Compliance & Risk ManagementFAIS, FICA, NCA, Privacy & Labour
  • Business SchoolQualifications, COB & CPD
  • Information RefineryNewsletters & Media Kit
  • Workforce SolutionsEE & Skills Dev Reports
  • Regulatory Exam BodyRE1 & RE5
Copyright © 2025 Moonstone Information Refinery®
Developed by This Side Up Media

Moonstone uses cookies to run essential services and improve or personalise your experience.
Cookies help us understand how you interact with our site, enhance functionality, and ensure a smooth browsing experience.

By continuing to use our website, you agree to our use of cookies.
For more information, please review our Data Privacy and list of cookies.

Continue Data Privacy Cookies

Notifications