Investment Analysts Society

What Investment Analysts Society does

The Investment Analysts Society of South Africa NPC (IASSA, trading as IAS) is a non-profit professional membership body founded in 1968 in Johannesburg by Ronnie Bethlehem of UAL Merchant Bank, with the mission of improving the quality of investment analysis, establishing professional standards, and fostering the interchange of ideas among South African investment professionals. It serves a horizontal member base spanning investment analysts, asset managers and Financial Services Providers, auditors and corporate finance professionals, academics, and students at registered tertiary institutions, with full membership priced at R1,450 and student membership at R400 annually through end-2026. The society's core product portfolio consists of JSE-listed company results presentations (webcast and in-person, with CPD point tracking), IAS masterclasses on macroeconomic and investment topics, the peer-reviewed Investment Analysts Journal published three times yearly by Routledge (Taylor & Francis) and indexed by Thomson Reuters, and the long-running IAS Annual Awards (now in their 36th year). Technology is not a stated differentiator; the operating stack is a WordPress-style membership portal (iassa.co.za) used for RSVPs, presentation archives, and journal access, with content delivered in person and via webcast. The society monetises almost exclusively through annual subscription fees, supplemented by its standing partnerships with Taylor & Francis (publisher), the Journal of Investment Management (member benefit), the CFA Institute (ICIA affiliation), and the Asia Securities Analysts Federation (minor international tie). Membership applications are reviewed monthly at board meetings; the organisation runs lean on 1-10 staff including a four-person board (Mike Brown as Chair, Sean Mofokeng, Mark Ingham, Eben Mare) and an Operations Manager (Zia De Araujo).

Name

Investment Analysts Society

Legal name

Investment Analysts Society of South Africa NPC

Website

https://iassa.co.za

Company type

Private

Founded year

1968

Operating status

Operating

Headcount range

1–10 employees

Short description

The Investment Analysts Society of South Africa NPC is a non-profit professional membership body founded in 1968 that serves South African investment analysts, asset managers, corporate finance professionals, academics, and students through JSE company presentations, masterclasses, a peer-reviewed journal, and annual awards.

Ownership category

akta.pro rank

Headquarters

HQ city

Johannesburg

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Membership Subscriptions: Annual membership fees from professional members (R1,450) and student members (R400). Membership runs to end of December each year.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

The Investment Analysts Society of South Africa NPC operates a subscription-based professional membership platform that delivers peer-reviewed investment research (via the Investment Analysts Journal), CPD-tracked financial results presentations by JSE-listed companies, masterclasses on macro and investment topics, an annual awards programme, and partner-provided access to the Journal of Investment Management. Members join by application and receive journal access, presentation RSVPs, webcast recordings, and networking opportunities.

Product overview

The Investment Analysts Society of South Africa (IASSA) operates as a professional membership society offering a unified platform of services to investment professionals. Its core product portfolio comprises: (1) Company Results Presentations — webcast and in-person financial results briefings by JSE-listed companies with CPD point tracking; (2) IAS Masterclasses — educational sessions on macro-economic events and investment strategies with video recordings; (3) the Investment Analysts Journal — a DHET-accredited, peer-reviewed academic journal published three times yearly by Taylor & Francis, offered free to members; (4) the IAS Annual Awards — a multi-category awards programme for listed company reporting and communications; and (5) JOIM access — a partnership-facilitated benefit providing free electronic access to the Journal of Investment Management. All services are delivered through a membership portal (ias.co.za) accessible to full and student members upon registration and login.

Differentiator

Problem solved

Functional benefit

Brands

• Investment Analysts Journal: Official journal of the Investment Analysts Society, published by Routledge (Taylor & Francis). An international, peer-reviewed journal publishing high-quality original research in finance and investments three times a year.

Products and services

• IAS Membership Annual professional membership for South African investment analysts, asset managers, auditors, academics and other finance professionals, providing access to the Investment Analysts Journal, JOIM, webcasts and in-person company results presentations, masterclasses, investor days, and the online RSVP/archive portal.
• Investment Analysts Journal An international, peer-reviewed academic journal published three times per year by Routledge (Taylor & Francis) covering original research in finance, investment, accounting and economics; included in the Thomson Reuters Social Science Citation Index and accredited by the South African Department of Higher Education and Training. Free electronic access is provided to IAS members.
• Company Results Presentations Financial results presentations and investment briefings by JSE-listed companies, delivered to IAS members via webcast or in-person attendance, with CPD point tracking for participating companies (e.g., Nedbank, Standard Bank, JSE, Bidcorp, Growthpoint, Investec).
• IAS Masterclasses

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Journal of Investment Management (JOIM)coreStrategic or Co-development PartnerIASSA became one of the select group of Societies and Associates to whom free electronic access to the most recent issue of JOIM is available. JOIM is an international journal with Advisory Board based in Lafayette, California, a quarterly journal bridging theory and practice of investment management. The IASSA supports JOIM by sending email circulars to all members containing Table of Contents of each issue.
• Taylor & Francis Group (Routledge)coreStrategic or Co-development PartnerThe Investment Analysts Journal is published by Routledge (Taylor & Francis). The journal is an international, peer-reviewed publication, included in Thomson Reuters Social Science Citation Index and accredited by the South African Department of Higher Education and Training (DHET).
• CFA InstitutecoreStrategic or Co-development PartnerIAS has international affiliation with CFA Institute through participation in ICIA (International Council of Investment Associates) meetings at annual CFA Institute conferences. Reports from CFA conferences in New York (2005, 2007, 2014) and Philadelphia (2005) are documented.
• Asia Securities Analysts Federation (ASAF)minorStrategic or Co-development PartnerIAS participates in Asian Securities Analysts Federation conferences and AGM. Report-back documentation from ASAF Conference Beijing October 2005 is available.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• New York Society of Security Analysts (NYSSA): The longest-running US investment analyst society, offering analyst education, designations, and events for buy-side and sell-side professionals - a structurally analogous non-profit professional body serving investment analysts.
• CFA Society United Kingdom: The UK CFA member society serving investment analysts in London. Comparable as a national investment analyst membership organization offering events, education, and networking.
• CFA Society South Africa: The local CFA Institute member society in South Africa. Directly comparable in mission (serving investment analysts in SA), events calendar, and member-base, but backed by CFA's global brand and CFA charter ecosystem.
• Chartered Institute for Securities & Investment (CISI): UK-based chartered body for securities, investment, and wealth professionals offering designations, CPD, and events - the closest European counterpart to IASSA in mission and membership structure.

Broad incumbents

• EFFAS (European Federation of Financial Analysts Societies): Federation of European investment analyst societies; provides the CEFA designation and operates a pan-European education framework. Comparable as an umbrella body for national investment analyst associations.
• CFA Institute: The global standards body for investment professionals; administers the CFA charter, runs the ICIA network of which IASSA is a member, and hosts the dominant worldwide community for investment analysts.

Emerging players

• CAIA Association: Global association for alternative investment specialists offering the CAIA designation, education, and chapters. Comparable as a niche investment professional membership body, though smaller and more specialized.

Regional players

• Securities Analysts Association of Japan (SAAJ): Japan's investment analyst society; partnered via ASAF. Comparable mission of analyst education, ethics, and industry recognition in a single (large) country market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/investment-analysts-society

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investment Analysts Society