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Searching for: country is "South Africa"

Surveys listed in reverse order of publication date

Results 1-12 of 12.

Pension funds evolution, reforms and trends in South Africa
Discussion Paper PI-1608
Pensions Institute and Cass Business School
Oct 2016 South Africa Pension Reform, Countries - excl. European Union and US
The Pensions Institute at Cass Business School has published discussion paper  PI-1608, which outlines various legislative frameworks passed by the South African government which have encouraged reforms in the sector. The paper also provides evidence of the significant developments in the pension fund sector by giving a descriptive review of the trends of the type and number of funds, total assets under management and legislative reforms.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CF1007AD    
 
Global Pensions Asset Study 2014
Global Pensions Asset Study
Towers Watson
5 Feb 2014 South Africa, United States, Netherlands, Japan, Ireland, Hong Kong, United Kingdom, France, Germany, Switzerland, Canada, Brazil, Australia Surpluses and Deficits, Scheme Issues & Trends, Public Sector Pensions, Investment - General, European Union members, Countries - US
Towers Watson has published its annual study of the 13 largest pension markets in the world, which account for more than 85% of global pension assets. The study revealed that at the end of 2013 pension assets for these markets were estimated at USD 31,980bn, representing a 9.5% rise compared to the 2012 year-end value. The research also analyses seven countries in greater depth by excluding the six smallest markets (Brazil, France, Germany, Ireland, Hong Kong and South Africa).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A4821883    
 
Global Pensions Asset Study 2012
Global Pensions Asset Study
Towers Watson
Jan 2012 South Africa, United States, Netherlands, Japan, Ireland, Hong Kong, United Kingdom, France, Germany, Switzerland, Canada, Brazil, Australia Surpluses and Deficits, Scheme Issues & Trends, Public Sector Pensions, Investment - General, European Union members, Countries - US
Towers Watson has published its annual study of the 13 largest pension markets in the world, which account for more than 85% of global pension assets. The study revealed that at the end of 2011 pension assets for these markets was estimated at USD 27,509bn, representing a 3.9% rise compared to the 2010 year-end value. The research also analyses seven countries in greater depth by excluding the six smallest markets (Brazil, France, Germany, Ireland, Hong Kong and South Africa).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

178219A9   Click here to contact the authors.
 
Old Mutual Retirement Monitor 2011
Old Mutual Retirement Monitor
Old Mutual
Jun 2011 South Africa Savings, Pensioners & Retirement, Countries - excl. European Union and US
Old Mutual has published its Retirement Monitor for 2011, which explores pre-retirement perceptions among working South Africans. The report finds a direct positive correlation between income earned by respondents and their confidence in preparing for retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C661535A    
 
Evaluation of Retirement Systems of Countries Within the Southern African Development Community
Evaluation of Retirement Systems of Countries Within the Southern African Development Community
Oxford Policy Management for FinMark Trust and the DSD
2 Feb 2011 South Africa Pensioners & Retirement, Countries - excl. European Union and US
The Oxford Policy Management for FinMark Trust and the South African Department of Social Development (DSD) have launched a report on the evaluation of retirement systems of 15 countries within the Southern African Development Community (SADC). The report focuses on the formal and informal mechanisms and support networks used by informal sector workers.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1958806F   Click here to contact the authors.
 
Old Mutual Retirement Funds Survey 2010
Old Mutual Retirement Funds Survey
Old Mutual
Mar 2010 South Africa Investment - General, Countries - excl. European Union and US, Administration
Old Mutual has published its Retirement Funds Survey for 2010, which explores how retirement funds are managing their assets and liabilities. The report highlights a number of emerging trends impacting the retirement fund industry including a move to a later retirement age.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

81615523    
 
Old Mutual Retirement Funds Survey 2008
Old Mutual Retirement Funds Survey
Old Mutual
Jul 2008 South Africa Investment - General, Countries - excl. European Union and US, Administration
Old Mutual has published its Retirement Funds Survey for 2008, which highlights a number of key trends impacting the retirement fund industry. The report reveals that although 36% of funds offer member level investment choice, around 80% of members still use the default investment option.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9061609D    
 
Retirement Fund Survey highlights investment performance as critical issue
Retirement Fund Survey highlights investment performance as critical issue
Old Mutual Actuaries and Consultants
16 May 2006 South Africa Savings, Investment - General, Funding and Minimum Funding Requirement, Administration
The recently conducted 2006 Old Mutual Retirement Fund Survey, conducted by Old Mutual Actuaries and Consultants (OMAC), has brought to light a number of critical management issues that need to be addressed within the next three years. The three most critical management issues retirement funds face are: maximising investment performance, improving fund governance, and controlling the cost of administration and risk. The survey was conducted on behalf of OMAC amongst a representative sample of 60 local retirement funds comprising a total of 92,000 active members and 33,000 pensioners. The funds included in the sample were taken from a cross-section of industry sectors.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

54331823   Click here to contact the authors.
 
Research into the strategic management of offshore assets by South African pension funds
This survey of forty participants examines attitudes towards offshore investing.
SEI Investments
Jan 2005 South Africa Investment - General
This study is part of SEI’s ongoing researching into the issues facing South African pension funds today, and explores whether or not attitudes and practices have changed towards offshore investing.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7228639C   Click here to contact the authors.
 
South Africa Index
Real estate investment returns
Investment Property Databank (IPD)
Mar 2004 South Africa Investment - Property
All property total returns in South Africa increased to 15.1% in 2003, from 9.7% in 2002. In real terms, allowing for last year's inflation rate of 5.8%, total returns improved to 8.8%, from 0.4% in the previous year.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E2217798   Click here to contact the authors.
 
South African Property Returns
Property investment returns for 2002
Investment Property Databank (IPD)
Mar 2003 South Africa Investment - Property, Investment - Performance
According to this research, despite steady economic growth last year, all property total returns in South Africa fell to 9.5%, from 10.6% in 2001. In real terms, allowing for last year's acceleration in inflation, total returns weakened to -0.6%, from 4.6% in the previous year.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

54113453   Click here to contact the authors.
 
Hedge Funds: Do they have a place in a pension fund portfolio?
Hedge funds and pension fund portfolios
Investment Solutions
Oct 2002 South Africa Investment - Hedge Funds

Investment Solutions believes that correctly researched hedge funds do have a place in a balanced portfolio. Any single hedge strategy or single hedge fund, carries with it significant levels of risk, sometimes higher than that of a competing long-only fund. The best way to manage this risk is through the fund of hedge fund approach. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B50635BC   Click here to contact the authors.
 

Results 1-12 of 12.