THE SOUTH AFRICAN INDEX INVESTOR
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QUANTITATIVE RESEARCH & ANALYSIS
LATEST RESEARCH
Adjustment in retirement spending with declines in retirement fund values
Income coverage and the post-retirement period
Evaluating drawdown rules under simulated returns
Drawdown Rules and Initial Drawdown Rates
Retirement Income Withdrawal Strategies: Evaluating Drawdown Rules
Investment returns required to meet retirement income needs
The Elusiveness Of Market-beating Fund Performances
Planning for Retirement: The Most Critical Years
To RA or TFSA—which one is better?
The choice of retirement income products: Living annuity or guaranteed life annuity?
FREE DOWNLOADS
Evaluating Active and Passive Investing Strategies with reference to the
South African Unit Trust Industry: 1988-2003
Main findings from research report
Graphical presentation
Study (Full Version)
The JSE Return Characteristics: 1960-2005
Asset Allocation: An Evaluation of Investment Portfolios
A Decomposition of Equity Returns: 1960- 2005
The Characteristics of Stock Market Volatility
Capital Losses on the JSE: Implications for Long-term Investors
The Dynamics of Stock Market Returns:
Inflation & Interest Rates as Key Economic Variables
Asset Allocation Strategies: A Historical Perspective
Interest Rates and Equity Returns: An Inverse Relationship?
Market Timing and Equity Investing: A Viable Investment Strategy?
The Investment Allocation Decision: Evaluating Phasing-in Strategies
A Snapshot Analysis of Unit Trust Performances
In Pursuit of Alpha: Outperformance Characteristics
Stock Market Cycles: Five Decades of Market Highs and Lows
Bull Market Phases: A Graphical Presentation
Active and Index Investing: Basic theories and empirical evidence from the
South African equity market
Dividends: The Major Source of Real Equity Returns
RSA Retail Savings Bonds: Fixed or inflation linked rates
How much of the unit trust fund returns do investors get on average?
Finding Performance Persistence among South African Equity Unit Trusts
Total Expense Ratios and Fund Performances
Investing by Probabilities
Saving for retirement: RA or discretionary investment?
The Appropriateness of Equities in Living Annuity Portfolios
Identifying Appropriate Post-Retirement Investment Portfolios
Tax-free savings accounts: The return benefits and suitable portfolios
RESEARCH SERIES
Investment Trivia
Part 1: Different debit order dates in a month: Does it matter?
Part 2: Moving average trend lines: Any value added?
Part 3: What does the return in the month of January tell us?
Part 4: The seasonality of stock market returns
Part 5: The not-so-normal distribution of equity returns
Part 6: Foreign portfolio flows and equity returns
Part 7: Re-balancing of investment portfolios: A free lunch?
Collective (Unit Trust) Fund Performance Analysis
December 2016
September 2016
June 2016
March 2016
December 2015
September 2015
June 2015
March 2015
December 2014
September 2014
June 2014
March 2014
December 2013
September 2013
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Retirement Planning Series Retirement Planner Blog
Towards a sustainable retirement plan
Make-or-Break Retirement Planning
When Should I Retire?
The Sustainability and Funding of Retirement Income
The Mathematics behind Successful Retirement Planning
The Effect of Early Withdrawals & Investment Costs on Retirement Outcome
An evaluation of pre-retirement investment strategies: glide path vs. static
Post-retirement annuity income: An evaluation of drawdown strategies
Saving for Retirement: Replacement Rate Projections
Safe Savings Rates: When am I saving enough?
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