Alexforbes saw assets under management and administration grow 22% to R733 billion in the year ended March 31, 2026, supported by favourable markets and exceptional new business, particularly in retail and platform assets.
With retirement fund members becoming more engaged with their retirement funding journey, Alexforbes says it will continue with its strategy of extending its leading positions across administration, retirement and health consulting, and investments.
In the annual report released Friday, chairman Kuseni Dlamini said there is increased integration of ESG (environment, social, and governance factors) into business strategy and operations, and there is a growing awareness of the need to apply ESG principles to the management of risks, such as climate change, which could erode long-term savings.
“As a South Africa-based business, Alexforbes has established the Infrastructure Impact Fund of Funds that aims to respond to growing interest in infrastructure investments following National Treasury's approval of South African retirement funds investing up to 45% in infrastructure. The fund combines the opportunity of good investment returns with a contribution to economic growth and transformation,” he said in the report.
