Quantitative research material about investment matters, markets, fund performances and products…
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Evaluating Active and Passive Investing Strategies with reference to the
South African Unit Trust Industry: 1988-2003
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
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
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
SAindexinvestor Publications 