Risk Management

Risk grading in Insurance

One of the many burning points during the recent financial credit crunch was the inaccurate favourable risk grades given to some Mortgaged Backed Securities by the rating agencies. This led to securities being sold to…
Risk Management

Will your nest egg go the distance?

Not many will admit it, or even be aware of it, but some clients are becoming increasingly concerned about their retirement. Will they have enough income? How long will their capital last? How long are…
Risk Management

Measure risk tolerance with world class tool

The Institute of Behavioral Finance has introduced to South Africa the FinaMetrica Risk Profiling System, which provides a financial risk tolerance test and generates personal financial risk profile reports, makes risk tolerance explicit and understandable….
Risk Management

Momentum Sustainability report 2008/2009

With sustainability being such a current topic and the release of King III imminent, we thought it relevant to our readers to publish feedback from Momentum regarding their sustainability report, the first we have been…