Catch up on any content you may have missed. A recording of each of the five sessions, along with a summary of the key takeouts, follows below.
Dr David Knox, Mercer Australia senior partner and lead author of the Mercer CFA Institute Global Pension Index, presents the key findings from the Index and explores ideas for maximising retirement outcomes in South Africa and abroad.
Gavin Ralston, head of the Strategic Client Group in the UK at Schroders, Tomi Kulcsar, partner and head of Investments at Mosaic Investment Consulting, and Solly Tsie, principal investment consultant at Simeka Consultants and Actuaries, explore the complexities of selecting a default investment portfolio.
Jonathan Mort, founder of Jonathan Mort Inc, Muvhango Lukhaimane, the Pension Funds Adjudicator and Ayanda Gaqa, head of risk and compliance at the Eskom Pension and Provident Fund, delve into some of the most important challenges facing trustees and the issues that keep them awake at night.
Hazel Hopkins, senior partner at Axiomatic Consultants, Vusi Maswili, director at ASI Financial Services, and Adv. Christi Franken, business development executive at Efficient Benefit Consulting, share the factors they think are most important when evaluating umbrella funds.
Anne Cabot-Alletzhauser, practice director and co-founder of the Responsible Finance Initiative at the Gordon Institute of Business Science, Dr Hal Hershfield, associate professor of Marketing and Behavioral Decision Making at the UCLA Anderson School of Management, and Wendy De La Rosa, Stanford PhD candidate and assistant professor at The Wharton School, discuss ideas for shifting our approach to, and attitude towards, saving for retirement and preserving retirement fund investments.