Southern Africa Pension Fund Investment Forum

Two-Pot Retirement System – Implications for Investment, Strategy & Lessons from Other Countries

Date:

10 October 2023 09:30 to 14:30

Venue:

Leonardo, The, 75 Maude Street, Sandton, 2031

Details:

With the Two-Pot retirement system likely to be implemented by 1 March 2024, what should schemes and trustees be doing know to be ready? What changes will it bring and what practical issues now need to be considered for effective implementation? Our speakers discussed:

What schemes need to be considering now and approaches to implementation?
How will the transition work in reality?
How do you consider an individual members’ risk profile and investment strategy?
Do schemes need to reconsider and alter their existing investment strategy and if so, what are the likely costs?
What challenges are there for managing liquidity needs?
What role can or should alternatives/infrastructure and illiquid investments play within the new Two-Pot system?
With cost pressures, what are the implications for active management?
What will be the overall impact on long term savings and are there any lessons that can be learnt from other countries systems implementing a similar approach?
As we approach the election, will the Two-Pot system have a positive or negative impact on the market?

Investing in Africa – Key Opportunities & Risks

Date:

6 June 2023 09:30 to 14:30

Venue:

Windhoek Country Club, B1 Western Bypass, Windhoek, Namibia

View in Google Maps

Details:

Special Visit to Housing Association – Monday 5 June

We started with a short visit to a Housing Association Investment made by the Government Institutions Pensions Fund (GIPF) and saw a real life example of how pension funds can invest in Real Assets and Social Housing.

This was followed by a short Welcome Address from Sabrina Jacobs, Deputy Chairperson of the Board & Chairperson of Audit, Finance and Risk Committee at The Retirement Funds Institute of Namibia, followed by a Reception and light Supper.

Main Seminar – Tuesday 6 June

Investing in Africa – Opportunities, Risks & Key Challenges

Many pension funds are familiar with investing in their own country, but why should they invest elsewhere in Africa and how can they decide what would be most suitable? How should pension funds best utilise their allocation to international markets, particularly Africa and what are the key opportunities, risks and challenges of investing in Africa today?

Themes discussed:

Regulatory and local market update including the implications of prescriptions on local markets
Asset Allocation Issues
African Investment Opportunities – Listed and Unlisted
Emerging Market Portfolio themes
ESG issues to consider when investing

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.