Research

Over the past five years, The Collaborative Exchange has focused on bolstering its extensive knowledge in the investment landscape with the 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, namely:

The South African Discretionary Fund Manager Survey

The South African Discretionary Fund Manager Survey is the most accurate, independent source of information focused on enabling financial advisors and asset managers to assess and recommend discretionary fund managers.

It unpacks the marked differences between the different players in the space and analyses both models employed and their performance. It provides asset managers with the raw elements required for portfolio construction, maps out risk metrics and scores performance across multiple investment disciplines.

The Lite version is only available to registered financial advisors. Corporates can contact research@thecollaborative.co.za

The 65 page survey, available as a high resolution PDF download, covers a diverse range of industry insights, including:

  • Snapshots and infographics on the size of the industry, the allocation to investment strategies, the means of solution implementation, annual growth as well as performance and pricing of solutions.
  • Snapshots and infographics on each participant, including strategic imperatives, top 3 investment strategies/themes, platforms on which these solutions are available.
  • The survey contains a comprehensive range of other details of each DFMs business, including:
    Description of the business including shareholder structures.
  • Ratings by rating agencies as well as B-BBEE scorecards.
  • Detailed information on portfolio construction process and the manner in which they conduct fund manager research and the criteria applied.
  • Details of appointment and termination processes for fund managers.
  • Full details on the investment committee.
  • Assets under advice by model portfolios/own CIS funds and third-party funds.
  • Details of registered CIS funds including benchmarks and performance targets.
  • Performance and risk metrics on a 1, 3 and 5 year basis for model portfolios and own CIS funds.
  • Pricing structures and Total Investment Charges (TICs).
  • Service and value proposition to financial advisors.

R 1 725.00 (VAT inclusive)*

* By clicking “Buy Now” you are agreeing to the following terms and conditions;

In downloading this document, I certify that I am doing so in my capacity as a financial advisor and that this document is for my own personal use only. I am not permitted to share this document  in any way whatsoever with any other person without the express permission of The Collaborative Exchange (Pty) Ltd. The South African DFM Survey is the proprietary property of The Collaborative Exchange (Pty) Ltd and all source information, databases and graphics contained in the document and trademarks, logos contained therein are owned or controlled by us and are protected by copyrights and trademark laws and various other intellectual property rights and unfair competition laws of South Africa, foreign jurisdictions and international conventions.

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The South African Investment Platform Survey

The South African Investment Platform Survey is one of the most comprehensive independently compiled bodies of information focused on enabling financial advisors to compare the participating investment platforms in an equitable manner and ultimately inform their selection of product providers.

A wide range of information is provided as part of the survey including a list of key questions advisors should be asking platforms and the process of loading of appropriate funds on platforms.

The survey, available as a high resolution PDF download, covers a diverse range of industry insights, including:

  • Corporate information – Description of the business, culture, key persons, B-BBEE score and shareholding, financial soundness, unresolved litigation, insurance cover and auditors, asset base, growth and source of new business by intermediary channel.
  • Product details – Product range and new products launched, jurisdiction of products and tax wrappers.
  • Pricing – Retail pricing client tables, quotations and disclosure of all fees, options for differing advisers/adviser groups.
  • Funds – Number of funds on platform and “buy lists”, ration of assets between CIS funds, listed securities and structured notes, products, the process of adding new funds, model portfolio administration and costs, performance reporting and monitoring.
  • Service – New business investment turnaround times, online tools (new business, switching, rebalancing), service models for advisors and clients, internal self-assessment of service and employee incentive models, industry awards.
  • Advisor support – List of available tools and calculators, report types and customization (adviser and client), training and technical support.
  • Technology – Platform ownership and systems, future fit (API interfaces, digital signatures, 24/7 access, Mobi), data security, technology roadmap.

R 1 150.00 (VAT inclusive)*

* By clicking “Buy Now” you are agreeing to the following terms and conditions;

In downloading this document, I certify that I am doing so in my capacity as a financial advisor and that this document is for my own personal use only. I am not permitted to share this document  in any way whatsoever with any other person without the express permission of The Collaborative Exchange (Pty Ltd). The South African DFM Survey is the proprietary property of The Collaborative Exchange (Pty) Ltd and all source information, databases and graphics contained in the document and trademarks, logos contained therein are owned or controlled by us and are protected by copyrights and trademark laws and various other intellectual property rights and unfair competition laws of South Africa, foreign jurisdictions and international conventions.

Order here