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Southern African

Past meetings : Southern Africa Pension Fund Investment Forum

Details of all recent past meetings and speakers are set out below.  In addition, details of older past meetings are available on request from Meeting Responses. You can also download our Meeting History here.

Topic: Finding Alpha in Markets Today – Where Should You Look?

Date: 6 February 2019

Venue: Table Bay, Cape Town - Click here to view map


Against a volatile and uncertain market environment, how can pension funds invest to generate sustainable long-term returns? Strategies have traditionally been divided between alpha and beta but does alpha exists in markets today and, if so, why does it seem ‘elusive’ at times and how best should pension funds capture this in a consistent manner? Which strategies should pension funds consider today as a way of generating the alpha?

Topic: DC Defaults – Designing Appropriate Defaults and Investment Strategies for Different Member Cohorts

Date: 17 October 2018

Venue: Michaelangelo Hotel, Sandton, South Africa - Click here to view map


With new regulations coming into force in March 2019 requiring funds to establish a default investment portfolio appropriate for the different cohorts of members including actives, deferred members, preserved members and living annuitants, what should schemes do now to prepare?  What options should be made available for the different members and can active member defaults, which schemes have in place, continue to be appropriate for other types of members?