South Africa’s leading independent platform for the investment industry.

Connecting asset managers, financial advisors, and investment professionals through conferences, advisory, and research.

EVENTS

The Collaborative Exchange is responsible for seven of the most highly-regarded annual investment conferences targeted at asset managers and financial advisors alike. It also works with leading asset managers and investment brands to produce bespoke in-person and online events targeted at tied and independent financial advisors.

FUNDHUB

An independent platform profiling and showcasing asset managers, discretionary fund managers, alternative investment strategies and investment platforms.

ADVISORY

Drawing on its extensive experience in all aspects of the investment value chain, as well as its massive data pool of knowledge within the investment market, The Collaborative Exchange assists asset managers, investment platforms and wealth managers in understanding, planning and executing strategies targeted at key retail market segments.

RESEARCH

Over the past six years, The Collaborative Exchange has focused on bolstering its extensive knowledge in the investment landscape with survey responses from asset managers, discretionary fund managers and investment platforms. Research also includes key insights gleaned from its annual events and work with top investment brands. This information forms the basis for two of the most valuable research reports available in the South African investment space.

UPCOMING EVENT

CLIENT TESTIMONIALS

REAL STORIES. REAL SUCCESS.

I said it at the time, but in my (albeit short) career, the Investment Forum was by far and away the most informative, well-run, professional, and best event I have attended. Thank you again for the opportunity to present, and looking forward to joining further events in the future.

Just a brief note to say a massive well done to you and the amazing team you have for putting together two world class events. Each year, the bar just gets higher. I want to compliment your entire team and the attention to detail and effort they go to make us feel prepared, looked after and relaxed. I know that is no easy feat.

It was such a pleasure attending the Investment Forum! I really enjoyed hearing from industry experts who shared insights on an array of investment topics. The theme was so appropriate given the challenges facing investors and asset allocators.

Well done on all the planning, for setting up an exciting agenda and for once again facilitating an excellent event. It was good to be back at the Investment Forum, thank you for including Foord. I enjoyed the 2 days, it was professional, educational, thought provoking and very engaging. I loved being there.

ORGANISERS OF:

CONTACT US

info@thecollaborative.co.za

+27 87 898 5490