The structured products balancing act
Structured products offer a broad range of solutions across risk profiles and return objectives. The key is ensuring the selected structure aligns precisely with the client’s mandate and intended outcome, writes Jason Binneman, Executive: Investments at Nedbank.
How does the DFM business model support the sustainability of independent...
The rise of DFM-led communities presents both opportunities and challenges.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Certainty in volatile markets
In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.
How important is investment performance when assessing a DFM?
A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?
Understanding structured investment products
Zaheer Bhikha, Executive Head of Product Development at Glacier by Sanlam, explains why structured products are a valuable addition to portfolios.
What are all the costs that go into using a DFM?
As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.
How flexible and customisable should a DFM offering be?
As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.
What is a structured product?
Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs.
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This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
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How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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