Rapid development of technology, paired with innovative thinking within the financial services sphere, is creating new ways of meeting legislative requirements for effective communication with investors.
We review the implications of the FSB’s marketing guidelines for South African fund managers. What do they really mean?
Have you recently launched a new financial product or are you busy updating your existing minimum disclosure document range? In this article, we explore what makes an excellent regular reporting document and the common mistakes that we see in existing documents.
Passive investments are synonymous with low cost and have been growing in popularity overseas. However, passive investing continues to face considerable criticism locally as automation disrupts the global asset management industry and accelerates pricing pressure. In this article, we aim to explore the most common objections and discuss their merit.
Digitisation is the process of converting an object – such as a document, a sound or an image – into a digital format using technology. Fuelled by the extensive use and acceptance of the Internet, digitisation has changed almost every business.
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