Emerging Asset Manager Survey Listed Investments - December 2020

What are the key decision making factors you as an asset allocator feel must be in place when allocating assets to an emerging or transformed asset managers?

We have distilled it down to these three points, we would love to hear your comments on our thinking.

Investment Performance for the Members – is the manager able to deliver competitive performance at expected risk
Governance and compliance for the Trustees and Consultant – Is the asset manager compliant with Regulatory requirements on transformation and do I have peace of mind on the sustainability of the manager
Transformation of the Fund – is the fund investing with a growing transformed asset manager which improves the funds scorecard and fits into the funds long term investment strategy

Survey commentary

The ALSI posted a total return of 4.2% for the month of December and the ALBI a total return of 2.4%. The SA Listed Property asset class delivered 13.7% over the month of December.

During 2020, SA Bonds were the best performing asset class delivering 8.7%, followed by the SA Equities All Share Index (ALSI) delivering 7.0%. Despite of the recovery over the past few months of Listed Property, it was still the worst performing asset class over the year returning -34.5%.

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