Outcomes-based range expands | Introducing the High Growth portfolio

We’ve seen some stellar performance from the outcomes-based range and with the popularity of these portfolios growing, we’ve identified the need for an additional outcomes-based solution. The existing outcomes-based models are Regulation 28 and use a restricted risk budget. As we’ve done extensive research in asset class characteristics, we’ve noticed that you can typically only...

OUTCOMES-BASED INVESTING- FINAL

We all know investing is personal. When clients invest money to finance certain life events that are important to them, not achieving their goals can have detrimental consequences for their life. Amity Investment Solutions is not just another DFM, but a boutique discretionary fund manager that partners with the independent financial advisor to offer them...

OUTCOMES-BASED INVESTING SERIES- PART 3

Amity Investment Solutions is a boutique discretionary fund manager with a unique investment philosophy. With outcomes-based strategies still far and few in the South African market, our proprietary outcomes-based investment process adds value to advisors and private investors alike. These solutions reduce the uncertainty of investment outcomes. How does Amity apply an outcomes-based philosophy? We...

OUTCOMES-BASED INVESTING SERIES- PART 2

As a wealth manager or financial advisor, how do you select your client’s investment funds? Do you perform a due diligence? If you do, what is the criteria you use? Do you focus on the fund’s performance over the last couple of years? Do you compare the return numbers against peer groups, indices, or other...

WHEN CLIENTS SEEK A HIGH LEVEL OF INCOME BUT WITH NO ADDITIONAL INVESTMENT RISK

For most investors a money market investment seems the safest bet when they don’t want to lose their capital, and perhaps live off the interest. Even in living annuities we’ve seen how money markets are incorporated for either the income bucket or for phasing into other asset classes over time. Money markets seem to work...

Amity Diversified Income Illustration

AN INCOME FUND THAT’S IDEAL FOR SHORT-TERM ESSENTIAL GOALS

Goals differ in terms of their importance, whether the goal is essential or aspirational in nature, when the money is needed, whether the specifications of the goal are fixed or whether there is some flexibility in the required outcome. The investor’s capacity for risk also differs dependent on their financial circumstances and the consequence an...

INVESTING TO SUSTAIN YOUR CLIENT’S INCOME NEED

What is the ideal investment solution for clients withdrawing an income? There is obviously not a single correct answer to this question, and the most suitable solution or product will depend on what the outcome is that needs to be achieved. Sustaining an inflation adjusted income for as long as possible requires consistent returns above...

BUDGET 2022

NATIONAL BUDGET SPEECH 2022 – WHAT YOU NEED TO KNOW | AMITY INVESTMENT SOLUTIONS

Finance Minister Enoch Godongwana delivered a 'good-news' budget on 23 February 2022. Billions of rand in relief for taxpayers; social grant hikes; and no increases in personal income tax, VAT or the general fuel levy, left most consumers optimistic. Government is allocating an average of 59.4% of consolidated non-interest spending over the medium term to...

ADDRESSING THE REAL REASON WHY CLIENTS INVEST

What do clients really want when they make an investment? Financial advisors often see their primary role as delivering a risk efficient return. This makes the client’s money the focus of advice and sets investment returns as the primary measure of success. Although the importance of returns cannot be argued, the real reason people invest...

YOUR CLIENT’S ONLY BENCHMARK: DID I ACHIEVE MY GOAL?

Investment advisors have a challenging task. Clients expect advisors to create financial strategies that will help them achieve their goals. However, delivering the desired outcomes is dependent on factors mostly outside of the advisor’s control. The success of the strategy is influenced by the behaviour of the client, whether investment markets will be favourable, and...

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