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Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

Two sides of the same coin

What is the most prudent approach when you’re dealing with so much unpredictability and such extreme volatility? By Chris Paizis, Managing Director, Absa Group.

Symmetry

Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion.

Quantamental investment process

Jean Pierre Verster, CEO at Protea Capital Management, explores systematic, quantamental portfolio construction.

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.

Peregrine Capital

Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.

The call is coming from inside the house

Moleboheng Moshe-Bereng of the University of the Free State celebrates the institution's 25 years of excellence.

Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.

What’s in it for you?

Dr Nico Marais (Chair and co-founder, Carmel Wealth) and Dr Kevin Kneafsey (Adjunct Professor, Cal Poly San Luis Obispo, CA USA) discuss the Total Portfolio Approach.

Emerging markets tech: bubble or structural growth cycle?

Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.
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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.

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.

Concentration, credibility and the importance of understanding risk

Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).

The value of advice in the investment journey

Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, writes about how trusted financial advice helps South Africans turn long-term goals into achievable plans.

Planning across generations and life stages

When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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