Raging Bull Awards now includes investment summit

JOHANNESBURG – The annual Raging Bull Awards, traditionally hosted by Personal Finance, ProfileData and PlexCrown Fund Ratings to recognise the stars of the investment industry, will now also include an investment summit that is open to the public.

The Raging Bull Awards were established 22 years ago to honour the managers of retail unit trust funds that consistently earn good returns for South African investors, and the gala dinner has long been a key event on the industry calendar.

Now the event has been expanded to include an investment summit on the day of the awards, which will be held on Wednesday, January 31, 2018 at The Avenue Conference Centre, V&A Waterfront, Cape Town. There will also be a Golf Day at the Rondebosch Golf Club the following day, Thursday, February 1.


The Raging Bulls Investment Summit will comprise a keynote speaker and two panel discussions in the morning, a finger lunch, and a panel discussion in the afternoon.

The topics for the discussions, which will each have three or four panelists and a moderator, are, in order:

1. Investing in BRICS: challenges and benefits. Should investment portfolios have greater exposure to our fellow BRICS emerging markets (Brazil, Russia, India and China)? How is economic co-operation among these countries benefiting South African investors?

2. The affects of current and future regulation on the investment industry.How is regulation transforming the industry, and what challenges does it present for asset managers? Relevant regulation includes the Treating Customers Fairly principles, regulation 28 stipulations in the Pension Funds Act regarding asset allocation in retirement funds, default pension fund regulations, Retail Distribution Review, and the phasing in of the Twin Peaks regulatory structure.

3. Radical economic transformation. An expected lively discussion on what this controversial concept means to different players in the economy and what “interpretation” will best take South Africa forward and grow the economy to the benefit of all its citizens.

At the gala dinner, for industry guests only at the same venue, eight awards are given to the top-performing funds in the most popular unit trust sectors, including approved offshore-domiciled funds. Four awards are made on the basis of outright performance over three years; the other four are made on the basis of risk-adjusted performance over periods up to five years, as measured by the PlexCrown Fund Ratings, which take into account investment risk and consistency of performance.

The most coveted Raging Bull Award, for the South African Management Company of the Year, is made on the basis of an average PlexCrown rating across all of a manager’s qualifying funds for periods up to five years. There is also an award for the Offshore Management Company of the Year.

In the spirit of fostering transformation in the investment industry, a new award will be given for the first time: the Chairman’s Award for the Best-performing Black Management Company.

If you would like to attend the daytime investment summit, you can book through the website, www.ragingbullawards.co.za. The price, which includes a finger lunch, is R2 000, but if you book before Christmas Day, you will pay the early-bird price of R1 750.

Financial services companies interested in booking a table for 10 at the gala awards dinner should contact Victoria Galada on [email protected]. Visit the website for more information.

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