Head of the Alexander Forbes Research Institute
B. A., M.A., M.Ed. Developmental Anthropology, Columbia University
Anne heads up the Alexander Forbes Research Institute – an initiative that looks at the full spectrum of savings, investment and wellness issues that confront South Africans in particular and Africans in general. But because her work has taken her to every continent save Antarctica), she has insights on these issues globally, whether we are talking about the effectiveness of asset management solutions, the relevance of pension funds as employee benefits in emerging economies or the state of our profession as financial specialists.
As Head of Research, Anne’s primary focus is in overseeing Alexander Forbes’ thought-leadership initiatives, in particular its annual publication Benefits Barometer, an initiative that each year challenges the effectiveness of the financial services industry at meeting its clients’ needs. The scope of these annual research studies on the state of the industry is unique in the world of financial services. These publications can be viewed at https://www.alexanderforbes.co.za/research/benefits-barometer
Before joining Alexander Forbes in late 2010, Anne spent 32 years managing pension fund assets in North America, Japan, the UK, Europe and South Africa. She moved to South Africa in 1992 and pioneered the development of the multi-manager management approach of pension fund management that has become the hallmark of that industry today.
Anne is a member of the global professional group, the CFA Institute, serves on its Future of Finance Committee and the Global Advisory Committee, and has written for and spoken to investment, trustee and employer audiences both here and internationally. In addition to the annual Benefits Barometer publication, Anne has published A Trustee’s Guide to Investment Management (Butterworth) and founded the quarterly research publication Collective Insight which translates the latest research findings from the broader industry on South African investing to the lay reader and pension fund trustees.