Investopedia defines and explains rebalancing as the progression of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation. For example, say an original target asset allocation was 70% equities and 30% bonds…..Read More
The Financial Services Board has reported that unclaimed benefits, owed to some 3.5m beneficiaries in retirement funds, has probably swelled to 20bn (excluding public sector funds) by August 2015…
This is my third term in my capacity as Chairperson of the Natal Joint Municipal Pension/Provident Funds (“NJMPF”) and it gives me great pleasure to present the Chairperson’s Annual Report for the year ended 31 March 2016…..
In November 2016, the NJMPF was awarded for excellence at the World Pension Summit in their Innovation Awards for innovation excellence as overall winner in Communications, Investments and Technology….