Reports

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Intellidex Top Securities Brokers Awards

October 5, 2021

Celebrating its 12th anniversary, 6,599 clients participated in the 2021 Top Securities Brokers survey. Formerly called Top Stockbrokers, this survey has established itself as the […]

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Intellidex Top Securities Brokers Awards

October 5, 2021

Celebrating its 12th anniversary, 6,599 clients participated in the 2021 Top Securities Brokers survey. Formerly called Top Stockbrokers, this survey has established itself as the […]

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Is a basic income grant sustainable?

September 16, 2021

Intellidex today releases an important paper on a basic income grant, assessing whether one is sustainable for South Africa and outlining the macroeconomic implications of […]

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Top Private Banks & Wealth Managers summary report 2021

July 5, 2021

Celebrating its 10th anniversary, Intellidex’s Top Private Banks & Wealth Managers survey is a highly credible and entrenched survey. This year, Intellidex had Iress as gold […]

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Localisation report

May 17, 2021

Business Unity South Africa (BUSA) in conjunction with Business Leadership South Africa (BLSA) have launched an important research report into localisation policy. The report was compiled by...

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Sanlam Gauge report

May 6, 2021

A groundbreaking research report conducted by Intellidex in partnership with Business Times and sponsored by Sanlam, in which we measure transformation across all sectors, was launched. It also...

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Communities in Transition report

May 5, 2021

We recently concluded a FirstRand-funded research project about the community trusts set up under South Africa's renewable energy independent power producer procurement programme. The research...

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Response to the Regulation 28 public consultation

April 19, 2021

Following National Treasury publishing the draft amendments to Regulation 28 of the Pension Funds Act for public comment, Intellidex submitted its response welcoming elements of proposed reforms...

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The Impact Bond Innovation Fund report

April 15, 2021

The Impact Bond Innovation Fund was launched in 2018. The social impact bond (SIB) delivered high-quality home-based early learning services to preschool-aged children in low-income communities in the...

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The Bonds4Jobs Social Impact Bond report

April 15, 2021

The Bonds4Jobs social impact bond (SIB) was launched in 2018. The performance target in the SIB was the placement of economically excluded young people into jobs, through the provision of innovative...

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Social Impact Bonds in South Africa report ​

April 15, 2021

The first two SIBs in SA were launched in 2018: Bonds4Jobs and the Impact Bond Innovation Fund (IBIF). Intellidex has  now produced a series of reports that analyse the two SIBs and the general...

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Infrastructure for South Africa report

March 26, 2021

The Infrastructure for South Africa report, commissioned by Business Leadership SA and drawn up by Intellidex, seeks to advance the conversation on infrastructure investment.

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Can the SA construction industry meet the infrastructure promise?

March 1, 2021

In this note we set out our views on whether the local construction industry has the capacity to meet the infrastructure pipeline that is envisaged.

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Assessing the effectiveness of the Loan Guarantee Scheme

February 18, 2021

Intellidex has released a new report assessing the deployment of the loan guarantee scheme and the aims for reanimating it.

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Intellidex responds to the Financial inclusion Policy Paper

January 20, 2021

Intellidex made a submission to National Treasury following requests for public consultation on the Financial Inclusion Policy Paper: “An Inclusive Financial Sector For All”

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The Public Sector Wage Bill – an evidence-based assessment and how to address the challenge

November 9, 2020

Business Unity South Africa commissioned Intellidex to research various aspects of the public wage bill in South Africa. The report is titled “The Public Sector Wage Bill: an evidence-based...

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Understanding South African Start-ups report

September 2, 2020

The Understanding South African Start-ups: Insights and Advice From Successful Entrepreneurs report is funded by E Squared Investments, an impact investor founded by the late […]

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Investing for Impact report

August 18, 2020

The Investing for impact report, funded by Ashburton Investments and researched by Intellidex, surveyed 49 respondents from 47 pension funds overseeing R2.6tn of assets.

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The African Wealth Report

August 12, 2020

Standard Bank and Intellidex launched their groundbreaking research into the wealthy in Africa. The  African Wealth Report, which covers five countries and 265 respondents. Read […]

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The R200bn bank guarantee scheme isn’t working. Some ideas on how to fix it

June 18, 2020

The R200bn guaranteed loan scheme is a crucial centrepiece of “phase two” of the economic response to the Covid-19 crisis, but take-up has been low.

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Stress in South African businesses

June 2, 2020

Intellidex has compiled a report, Stress in South African businesses, measuring risk levels in different industries.

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Intellidex Covid-19 wealth survey

May 21, 2020

Intellidex conducted a survey of clients of stockbrokers, private banks and wealth managers, representing a large body of investors, on the impact of the Covid-19 lockdown.

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Sovereign social bond proposal paper

May 21, 2020

Intellidex’s head of capital markets research, Peter Attard Montalto, and executive chair Stuart Theobald, in collaboration with the Covid19 Economy Group, propose that government should issue a...

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Intellidex foundationsXchange webinar: Responding to Covid-19

May 12, 2020

Intellidex hosted the foundationsXchange webinar on Wednesday 12 May. The event was hosted by Dr Zoheb Kahn, philanthropy research manager.

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Intellidex covid-19 briefing

April 28, 2020

On Tuesday 28 April 2020, Intellidex head of capital markets research Peter Attard Montalto and chairman Dr Stuart Theobald facilitated an Intellidex Covid-19 briefing.

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TRANSFORMATION in banking 2016 – 2018

March 10, 2020

Intellidex’s second annual report into transformation in the banking sector, commissioned by the Banking Association South Africa, covers 2016-2018 – the latest figures available. It […]

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SAVCA’s 2020 Impact Study

March 4, 2020

The Southern African Venture Capital and Private Equity Association (SAVCA) impact study has been published. This is the third iteration of the report, with the […]

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Intellidex makes submission on National Treasury economic policy paper

September 25, 2019

In response to the minister of finance's request for feedback on National Treasury's paper, Economic transformation, inclusive growth, and competitiveness: Towards an Economic Strategy for South...

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Intellidex makes recommendations on the future of the Public Investment Corporation to the PIC Inquiry

September 3, 2019

PRESS RELEASE 3 September 2019 Intellidex has drawn up a report on the future of the Public Investment Corporation to assist the PIC Inquiry in […]

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Transformation in the banking sector

March 12, 2019

Intellidex was commissioned by the Banking Association South Africa to research the level of transformation in the banking sector. While strong gains have been made particularly at management level,...

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The Future of Energy

October 30, 2018

Intellidex’s The Future of Energy, a 36-page full colour supplement, was distributed in Business Day on 30 October 2018. It assesses SA’s energy sector, focusing on the state of the renewable...

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Intellidex releases new study on BEE trusts and foundations

August 21, 2018

Finds substantial investment, that if well managed, could have significant impact on future of SA, particularly in most deprived areas 21 August 2018 – Johannesburg […]

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Research in the Era of Fake News

July 12, 2018

Intellidex today released an in-depth study into short selling, with a particular focus on Viceroy Research. Viceroy has been prominent in the South African market, having produced reports on...

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FINANCIAL PROVISIONING FOR REHABILITATION AND MINE CLOSURE: A study of South African platinum and coal mining companies

May 1, 2018

Intellidex undertook the research underpinning the The Centre for Environmental Rights’ Full Disclosure report

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The Myth of Corporate Cash Hoarding

September 18, 2017

Is corporate South Africa hoarding cash? The answer, according to new research by Intellidex, is “no”.

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The Empowerment Endowment

June 29, 2017

Since 2002, R51,6bn in value has been created specifically for charitable recipients through BEE deals, including community trusts, existing charities and newly established foundations. There...

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Intellidex makes submission to parliamentary hearing on finance sector transformation

March 19, 2017

Intellidex has prepared a submission to the Standing Committee on Finance regarding transformation of the financial services sector. In it, Intellidex argues that: • Financial […]

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Five Years of Renewable Energy

November 3, 2016

Intellidex’s first renewable energy publication, celebrating five years of renewable energy in South Africa, was published in Business Day in October 2016 in partnership with […]

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Who owns the news media in SA?

July 13, 2016

A new study by research house Intellidex has found substantial black ownership of South Africa’s commercial media. The study found that four of the biggest […]

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TFSAs gaining market traction, survey finds

June 26, 2016

Intellidex’s second survey into the tax-free savings account (TFSA) market, conducted in 2016, shows they are gaining strong traction, with R2,6bn invested across 262,493 accounts […]

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The Value of BEE Deals

June 15, 2015

Research released by Intellidex reveals that BEE deals done by the JSE’s 100 largest companies have collectively generated R317bn of value for beneficiaries. This is […]

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NDP publication in Business Day: a must read

November 20, 2014

Intellidex’s second publication on the National Development Plan was published as a supplement in Business Day on November 20. Called Implementing the NDP, What Business […]

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