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Welcome to the first 408 hours of 2024!

Encouragement to thrive and strive for self improvement in 2024 from Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa.
Opportunity-Issue-107-1

Barriers to entry for women must be unlocked

The renewable energy sector is powering ahead, but Linda Mabhena-Olagunju of DLO Energy Resources Group says that more must be done to include women.

How ESG missteps impact future performance

Research supports the view that companies that neglect stakeholders pose greater risks to investors. In this article, Katherine Davidson, Portfolio Manager and Global Sector Specialist at Schroders, expounds on the research and emphasises why 'corporate karma' is crucial for your investment returns.

Investing without a crystal ball

The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
Methula Sikakana, Business Development Manager, Equilibrium

How advisors are benefitting from partnering with a DFM

A growing number of financial advisors in South Africa are starting to use discretionary fund managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
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Investment Moments with Momentum Investments, Podcast Episode 1

In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.
Nevathee Moodley

Innovative Wealth Management

Blue Chip interviews Nevathee Moodley, Director of STK Advisory Connect, a female- and black-owned business that provides a support service to financial planning businesses primarily around the use of technology.

The evolution of savings

Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
growth

Seeking opportunity through an ESG lens

The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
the crawford measure

Introducing the Crawford Measure

Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
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how people become wealthy

How people become wealthy

But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time. Think Warren Buffett and Berkshire...

Improved balance in your practice

Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management

Humans Under Management Conferences 2025

Save the date for the 2025 Humans Under Management Conferences
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