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.
Causeway Securities
Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York.
Absa Index and Structured Solutions philosophy and process
Absa Index and Structured Solutions (AISS) offer a broad range of structured products with bespoke solutions offering a client-centric focus designed to match clients' unique preferences, risk profiles and financial goals.
Index methodologies in structured products
This piece aims to provide an understanding of how issuers select and
build indices for structured products, writes Fundiswa Pikashe, Head of Structured Products Distribution at Absa.
Blue Chip DFM Guide 2026
Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.
What are the different types of structured products available to retail...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
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Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.
What matters most to investors during “permanent” volatility?
Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders.
Do inward-listed investments use your offshore allowance?
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