03/09/2026
Here's the question most SA retirement fund trustees are quietly wrestling with. 🤔💼
Global markets have performed strongly. The diversification benefits are real. Regulation 28 allows up to 45% offshore exposure.
So, how much global diversification is actually enough?
It's not a question with one right answer. It depends on who your members are, when they retire, what currency their costs are in, and how much local market exposure is needed to deliver the outcomes they actually need.
Episode 7 of The Art of Manager Fusion sponsored by Alexforbes builds the framework every investment committee needs to answer this question with confidence. 🌍💡🔥🇿🇦
Because means knowing how much global is right, not just how much is permitted.
🎥 https://youtu.be/SoN_6UqrvZI?si=BKFlSRMYS7lBt_fq