Education

Growth assets drive outperformance

CoreShares offers two multi-asset funds, namely the CoreShares Wealth Accumulation Fund (which falls into the ASISA High Equity category and targets CPI+5%) and the CoreShares Stable Income Fund (which falls into the ASISA low equity category and targets CPI+3%). In this report we look at the events of 2021 and assess...
Education

ESG investing: Taking the passive versus active debate to a new arena

Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade. Globally, investors are aligning their portfolios with their ESG beliefs. While South Africa has lagged this trend to some extent, ESG investing is taking hold as investors look to bolster their...
Education

Showcase

Join CoreShares as we showcase some of SA’s best investment platforms and hear all about the latest tools and support they are offering to help Financial Advisors serve their clients to the best of their abilities.
Education

INSIGHTS AND ANSWERS: Blending active and passive allocations in a portfolio

Combining active investing with passive and smart beta strategies can be a highly effective way to construct a portfolio that mitigates risk while also targeting outperformance. In a recent webinar hosted by CoreShares, Florbela Yates, head of Momentum Investment Consulting, shared her approach to blending different strategies into a diversified...