OUTCOMES-BASED INVESTING SERIES- PART 1

Once upon a very recent time, there was an investment company that decided to completely reinvent itself to become the leaders in outcomes-based investing in South Africa. As a boutique discretionary fund manager, Amity Investment Solutions aims to assist the independent financial advisor with outcomes-based offerings, thereby ensuring a new era of financial advice. While...

Quick Recap | Income Blog Posts | Refresh, Rewind, Reread

Advisors are constantly faced with more and more challenges in the industry. As though this is not enough, there's the ongoing economic (specifically geo-political) factors which also adds to the frustration. At Amity Investment Solutions we aim to alleviate some of the everyday concerns such as fund selection or the question that so often arises...

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...

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