Editor’s Thoughts.

Our 10am webinar today will surface the issues that retirement funds should be thinking about as they position for long-term sustainability in the unfolding legislative framework. Whilst we may be chatting to commercial umbrella funds, the lessons to be learnt are universal to all funds. As I’ve prepped for this session, I’m beginning to realise that we’re simply not positioned for this outcomes-based world that is about to unfold. And it’s Liezel Jonkheid’s (Consumer Psychology Lab) article that puts some of my thoughts into words. Liezel’s piece sounds eerily similar to the FSCA’s recent findings on complaints management. Where retirement funds (or Financial Institutions in general) reported competent handling of complaints, where consumers reported a very different experience. Now, if the financial sector is going to be measured on outcomes, over your coffee this morning, I challenge you to think about what the outcomes of a retirement fund or an individual’s financial plan should be. And then interrogate how you’ve built your business, advice models and products to meet those – from your customer’s POV. Mmm … thoughts?

Now, I’d be surprised if sustainable, ESG, responsible or impact (look at us with all the jargon) investing is not on your list of outcomes. Today’s episode of Inside Private Markets will give you the cheat sheet of what to look for when “kicking the tyres” or assessing private market investment opportunities in your quest to meet those outcomes. Watch it! In fact, what the whole series. 

The other outcome on your list might be something around growing or maximising members’ or clients’ savings. John Anderson (Sanlam Corporate Investments) shows how new age smoothed bonus portfolios can help investors when markets are volatile. Cue Vivienne Taberer (Ninety One) update on the macros. 

Looking forward to challenging your perspective more at 10am. Register here.

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