Active ownership is one of the most important devices in a sustainable investor’s toolkit. Kimberley Lewis, Schroders’ Head of Active Ownership, explains: “Where Schroders has taken the decision to...
Alexforbes Manager Watch™ Survey of Retirement Fund Investment Managers
Alexforbes Manager Watch™ Survey of Retirement Fund Investment Managers shows increased pace of transformation among large managersHighlights An impressive increase in the number of participating...
The Black Management Forum acknowledges Mergence and its founder, Masimo Magerman
The annual Black Excellence awards were held by the Black Management Forum Western Cape in late March, with Professor Thuli Madonsela as the keynote speaker. Mergence Investment Managers was awarded...
Earth Day 2022 Q&A: Everything you need to know
When Earth Day 2022 is celebrated around the world on Friday 22 April it will be its 52nd anniversary. But what is its history and what progress, if any, has been made since it was first celebrated...
Investing as a family across different life stages
Life staging is a well-known approach to investing that largely centres around managing your finances and investments according to the different stages of your life. The premise is relatively...
Will you still need me, will you still feed me, when I’m 64?
Today’s older workers may have sung along to the Beatles tune When I’m 64 in their younger days, blissfully unaware they would face their own abandonment issues one day: having to retire from their...
The year 2022: What should employers know?
COVID-19 has had serious consequences for retirement savings and risk benefits. What are some of your options as an employer in 2022 to mitigate possible unfavourable consequences or even to reverse...
Four rules for making your income last through retirement
Retirees who primarily rely on their living annuity investments to provide them with a steady stream of income are often haunted by the question: How do I make my income last throughout retirement?...
Five ways to create successful investment platforms
Over a decade ago, the United Kingdom saw the implementation of the Retail Distribution Review (RDR), to improve transparency in the investment industry. This was to help consumers access clearly...
What is a Living Wage and How do we define it?
The concept of a ‘living wage’ has gained much attention in recent years, spurred on further by the economic shockwaves caused by the Covid pandemic. There have been many views expressed in terms of...
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