Every month we produce a range of reports to empower our clients to stay abreast of the movements in investment markets as well as the performance of investment managers who manage the assets of our clients.

Our Market Summaries encapsulates the short, medium and long-term performance and risk of our local as well as offshore markets.

Albeit that we produce more than 30 detailed monthly Peer Group Investment Manager ScoreCards (where every report is in excess of 30 pages of analyses), we only publish a summary publicly available report which incorporates 8 of these ScoreCards. Our clients have access to the entire range of ScoreCards as such empowers them to monitor the peer relative performance and risk of their selected investment managers and to make informed decisions.

  • Market Update October 2017
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
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  • ScoreCards September 2017
    Peer Group Surveys
    As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as...
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  • Market Commentary - Q3 September 2017
    Market Update
    Market Overview Our local politics produced another controversial quarter. At the forefront was KPMG South Africa with respect to their work on behalf of the Gupta family and work performed in 2014-2015 on the ‘Report on Allegations of Irregularities and Misconduct’ which were produced for the South African Revenue Service...
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  • ScoreCards August 2017
    Peer Group Surveys
    As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as...
    Read More  
  • Market Update September 2017
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • Market Update August 2017
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • ScoreCards July 2017
    Peer Group Surveys
    As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as...
    Read More  
  • Market Update July 2017
    Market Update
    Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local...
    Read More  
  • ScoreCards June 2017
    Peer Group Surveys
    As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report incorporates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as...
    Read More