ASISA and its members regard meaningful transformation as a key priority. The ASISA Board of Directors therefore commissioned annual research which measures and tracks the collective transformation progress of the savings and investment industry, as represented by ASISA, over time.

The first edition of this research report, titled The Journey towards Transformation of South Africa’s Savings and Investment Industry as represented by ASISA (2018–2020), was published in 2022.

The second edition, titled Association for Savings and Investment (ASISA): A five-year transformation journey (2018 to 2022), builds on the previous edition by adding data collected for 2021 and 2022.

The third edition, titled A Six-Year Transformation Journey 2018 - 2023, includes data for 2023, providing a six-year trendline. This is also the most representative progress overview to date, with increased participation by member companies. The data in this report was collected from members representing 98% of assets under management (AUM) for Life Offices and 87% of AUM in the Asset Management industry.

Click here to download the 2018 to 2023 Report

Click here to download the 2018 to 2022 Report

Click here to download the 2018 to 2020 Report