PA: Kindly share with our readers a brief background about yourself and specifically in relation to the pensions and retirement industry. LM: I have worked in the financial industry for 20 years. My first role in the pensions sector was in 2002, when I joined the Transnet Retirement Fund as an investment manager. Since then, I have had the privilege of working in various other roles, including heading the Investments…

 Investment Loss Recovery: An Opportunity for South African Funds” Photo Caption: Bruce Leppla (Right), Partner at U.S. based law firm, Lieff Cabraser Heimann & Bernstein and Kim Robinson (Left), Consultant for Lieff Cabraser Heimann & Bernstein and CEO of Renaissance Strategic Solutions. When corporate fraud or misconduct is discovered and made public, often the price of the relevant stock or bond drops significantly. Then, investors lose value in their portfolios.…

 The Pensions Industry has historically been predominantly a male dominated sector in South Africa, but a few women have taken up the challenge and excelled. This Women’s month, we profile a few of them to highlight the fact that, despite the challenges-women can excel and rise up to leadership positions in any industry of their choice. Dr. Renosi Mokate- GEPF / Executive Chairman at Concentric Alliance (Pty) Ltd Dr. Renosi…

The increasing challenge facing the pension fund industry is the hunt for yield for its pensioners amid an environment of low interest rates. This is interestingly a similar challenge faced by asset managers who are continuously asked to deliver higher than expected returns while limiting the downside risk of the portfolios they manage. At AXYS Investment Partners, we encourage having portfolios which contain alternative products as an asset class. We…

August 2019. The primary reason why fund managers choose to outsource their fund administration is to allow them to focus on what they do best – managing their funds and create value for their investors. Fund managers work with fund administrators to meet higher investor demands amid increased regulatory requirements, compliance support and risk management needs, due to cost effectiveness or a lack of in-house expertise. Property management, net asset…

Private equity funds are spoilt for choice as African based private companies look to scale operations beyond country based operations to regional markets in the continent and beyond. Africa is the last frontier that private equity funds cannot afford to miss out on the growth trajectory of the continent. The lessons from China of yester-years and Africa of today have pointed to where smart money should flow. The advent of…