Case studies- Africa

South Africa Investment Panorama 2016

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South Africa Investment Panorama 2015

Objective: Because of the success of Middle East Investment Panorama during 2015 we launched our inaugural research project in South Africa; our founding partner was Investec. Owing to all the regulatory changes in South Africa we wanted to know what independent financial advisers (IFAs) thought of commission disclosure (RDR) and have a better understanding about what IFAs wanted from the asset management companies, platform operators and other financial services companies

Approach: We interviewed over 300 advisers, mainly through an online questionnaire, this was in partnership with Moonstone Information Refinery in South Africa

Outcome: We attracted five partner firms, who were all hungry for data and insights. Besides the report and interactive dashboard we secured plenty of media coverage in both the local and international press, including FTfm. We will soon be launching our second South Africa Investment Panorama project

Our report covered: Many areas including the new RDR regime proposed by the local regulator, the need to improve professional standards; opportunities and challenges faced by IFAs and advisers views on fund rating  agencies

How innovative? We believe it as the first syndicated research report ever conducted amongst IFAs in South Africa

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