The Collaborative Exchange is considered to be one the leading independent information sources and advisory services in the South African investment landscape.

It has over the past five years become well-known for its highly-respected investment conferences, detailed research, high-impact advisory services and the extensive body of information housed within its FundHub platform.

Eventing comprises five of the most highly-regarded investment conferences in the South African investment calendar, as well as the turnkey production of bespoke events for brands, delivered either online or through face-to-face interactions.

Events in The Collaborative Exchange’s stable include:

  • The Investment Forum
  • Meet the Managers
  • The Financial Planning Summit
  • The Alternative Investments Forum
  • The Investment Think Tank.

Its research activities take the form of both independently-published and bespoke research reports on the South African investment landscape. In addition to key findings unlocked through extensive polling of asset managers, discretionary fund managers, platforms and their customers, these reports also incorporate key insights gleaned from its annual events and work with top investment brands.

These efforts are greatly assisted by strategic alliances, the company has formed with the Association of Black Investment and Securities Professionals (ABSIP) as well as News24 for its FundHub platform.