“ Number of private bank and wealth manager clients climbs 5% in the past year ”

- 2016 Top Private Banks & Wealth Managers survey

“ Increasing demand by clients to move investments offshore ”

- 2016 Top Private Banks & Wealth Managers survey

“ Only 4% of SA's fresh fruit is exported to Africa ”

- 2014 NDP Report

“ NDP aims to ensure an African language is taught in every school by 2019 from 10% currently ”

- 2014 NDP Report

“ NDP aims to improve life expectancy from 61.3 years to 70 years by 2030 ”

- NDP Report 2014

“ 28% of stockbroking clients trade ETFs, up from 18% in 2013 ”

- 2015 Top Stockbrokers Survey

“ 14% of stockbroking clients trade CFDs, down from 21% in 2013 ”

- 2015 Top Stockbrokers Survey

“ 90% of stockbroker clients are long-only equities traders ”

- 2015 Top Stockbrokers Survey

“ NDP target: 90% of households to have minimum sanitation standards by 2019 from 84% now ”

- 2014 NDP Report

“ Total revenue for wealth firms and private banks grew by an average of 22% in the past year ”

- 2016 Top Private Banks & Wealth Managers survey

“ Asset managers applying pressure to justify costs of research ”

- 2016 Ranking the Analysts survey

“ Regulators want asset managers to justify costs to end clients ”

- 2016 Ranking the Analysts survey

“ NDP goal: by 2019, 75% of pupils in grades 3, 6 and 9 should score at least 50% in literacy, maths and science ”

- 2014 NDP Report

“ 83% of clients rate their stockbroker ‘good’ or ‘excellent’ ”

- 2015 Top Stockbrokers Survey

“ 60% of stockbroker clients execute only one to three trades a month and 6% do more than 12 ”

- 2015 Top Stockbrokers Survey

“ Separating research and execution costs proving difficult ”

- 2016 Ranking the Analysts survey

“ Analyst time still skewed towards those firms that pay a lot for dealing ”

- 2016 Ranking the Analysts survey

“ Private banks and wealth managers manage assets worth close to R700bn ”

- 2016 Top Private Banks & Wealth Managers survey

“ The total value generated from BEE deals by the top 100 JSE-listed companies in the 20 years to end-2014 is R317bn ”

- The value of BEE deals

“ Staff schemes have gained R52bn in BEE deals by the top 100 JSE-listed companies over 20 years ”

- The value of BEE deals

“ Strategic investors have gained R196bn in BEE deals by the top 100 JSE-listed companies over 20 years ”

- The value of BEE deals

“ Community schemes have gained R69bn in BEE deals by the top 100 JSE-listed companies over 20 years ”

- The value of BEE deals

“ Mining has been the biggest creator of value in both absolute and relative terms in total BEE deals by the top 100 JSE-listed companies ”

- The value of BEE deals

“ Website security and platform efficiency are the most important factors to stockbroker clients ”

- 2015 Top Stockbrokers Survey
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Researching Capital Markets and Financial Services

NDP publication in Business Day: a must read

Intellidex’s second publication on the National Development Plan was published as a supplement in Business Day on November 20. The online version can be found here.

Called ImpleB24MepoIYAAp5Yimenting the NDP, What Business (and Everyone Else) Needs to Know, this is the second NDP report put out by Intellidex in conjunction with Business Day. While the first, published in December 2013, was an easy-to-read guide of what the plan is all about, this year’s publication is an assessment of the progress made in its implementation  — by government departments and businesses. It also focuses on how the debate has shifted since the NDP’s launch.

It includes interviews with influential roleplayers, but there is also a strong focus on how the NDP is affecting people and communities on the ground. The NDP encompasses targets and proposals in a multitude of areas, ranging from pre-school nutrition programmes to high-end economic goals. This publication touches on various areas where specific projects guided by the NDP are being put into practice. Little by little, it is making a difference, and that is something South Africans should celebrate.

The publication doesn’t shy away from problem areas though: we highlight what they are but also show what processes or actions are being planned to overcome them.

This publication serves as an essential read for business and government leaders to ensure they’re keeping pace with the changes the NDP is bringing and to assess where they can contributue. But it is also a must-read for all South Africans: without wide public support and participation, the NDP will fail.

We have a number of copies available for educational institutions. If you are interested in obtaining copies for use in teaching or research, please email ndp [at] intellidex.co.za.

For more information on our involvement in the project, please click here.