Investment Planning

“I’m too old to contribute to a TFSA…”“I don’t have spare cash to invest…”“I want to leave a legacy, but I don’t have enough…” These are common...

Retirement Annuities: a Powerful Tool for Building Long-Term Wealth.
Are you building portfolios to beat benchmarks — or to achieve real client outcomes?

In her latest article published in CityWire: “Why outcomes trump benchmarks”, Jessica Anne Fannin CFA, Investment Research Manager at Amity Investment Solutions, challenges a deeply ingrained industry mindset: outperforming peers should not be the primary goal of portfolio construction. Instead, she highlights a more meaningful measure of success — the probability of clients achieving their financial goals.

At Amity Investment Solutions, this translates into building portfolios around client outcomes rather than peer rankings, actively managing risk and investor behaviour, prioritising consistency over “lumpy” alpha, and selecting managers based on repeatable, process-driven skill rather than short-term performance.

Read the full article here: https://citywire.com/za/news/jessica-fannin-why-outcomes-trump-benchmarks/a2486938

Retirement Annuities: a Powerful Tool for Building Long-Term Wealth. A retirement annuity (RA) can be one of the most powerful wealth-building tools...

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