Dibanisa Fund Managers has offered Fundamental Tracking portfolios (also called Price Indifferent Indexation) since November 2007. More...
Dibanisa Fund Managers, the local arm of Old Mutual Global Index Trackers (OMGxT), has offered Fundamental Tracking portfolios (also called Price Indifferent Indexation) since November 2007. OMGxT has begun the process of launching an Undertaking for the Collective Investment of Transferable Securities (UCITS) fund that will offer investors access to an All World Fundamental Tracking portfolio, domiciled in Dublin. More...
Our analysis shows that an aggregated portfolio, comprised of a combination of active bond fund holdings, has a large "de facto" passive GOVI index core component. This is accentuated in larger funds. More...
In Feb 2009, Dibanisa in collaboration with Dr Brett Dugmore of Cadiz Securities, began research to determine the viability of creating an SA bond index that would be investible and superior to the ALBI - this was phase 1. More...
With so many investment options available to South Africans, it is important that you consider more than just a fund’s performance objectives when making your choices. More...
This is an interesting research piece that evaluates the feasibility of replicating the performance of an active equity fund with a combination of one or more tracker funds. More...
The case for including indexation as part of an overall investment strategy. More...
Conventional wisdom dictates that not all your eggs should be placed in one basket when choosing the fund manager responsible for your members’ savings — as the possibility of underperformance by any single manager relative to the chosen benchmark is usually too high a risk to accept. More...
Explaining being 14.18% behind benchmark after a three and a half year period of under performance sounds like every fund manager’s worst nightmare. More...
In a previous report we introduced a strategic asset allocation model, based on the skill of the active manager, to allocate assets between active and passive managers. More...
This report analyses the performance of actively managed funds in the South African Bond market over the last 5 years. More...
Investment managers tend to focus on either active or passive management. We believe that this exclusive approach is not optimal, since at the composite level, the portfolio structure is not aligned with the utility of the investor: More...
Explaining why he was 14.18% behind his benchmark after a three-and-a-half-year period of underperformance sounds like every fund manager’s worst nightmare. More...
The Core-Satellite approach to investing is the division of a pension fund into a passive part ("Core") and an active part (Active satellite managers). More...
The "Core"/Satellite approach to investing is the division of a pension fund into a passive part ("Core") and an active part (Active satellite managers). More...
Good benchmarks increase the proficiency of performance evaluation, highlight the contributions of active managers and most importantly, enhance a pension fund's ability to control risk. More...
In March of 2002, Umbono and Deutsche Securities surveyed the investment houses, institutional pension funds and the asset consultants. The aim of the survey was to highlight the most important issues facing the formation of an official pension fund benchmark. More...
The new millennium may not have ushered in many Y2K viruses but in the world of Fund Managers and Asset Consultants, the use of tracking error analysis has become far more pervasive over the past year and a half. More...
Few investors would ever disagree with the disclaimer that accompanies most investment returns - 'past history is not necessarily a guide to future performance'. More...
Our funds provide easy access to the FTSE/JSE Top 40 and FTSE/JSE RAFI® 40 indices from as little as R500 a month or R10 000 once-off.
We track and replicate both listed and unlisted indices in whatever combination best meets our clients' needs.
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Fax Number +27 11 217 1355
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