Investment

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.

how people become wealthy

How people become wealthy

The Mazi Global Equity team embraces a quality investment philosophy designed to tackle these challenges. Their approach ensures that only genuinely high-quality companies make the cut—those with low debt, sustainable cash flows, and high returns on invested capital.
portfolios built for prosperity

Portfolios built for prosperity

Capital Internationals Group's collaborative approach enables them to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
How important is investment performance for a DFM

How important is investment performance for a DFM?

As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
Ben Meyer, Managing Director at Prescient Capital Markets

Levelling the playing field: Exchange control reforms and ETF growth in...

Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market.
successful-business-people-city

Should a financial planner use more than one DFM?

Most financial advisors in South Africa currently only use one discretionary fund manager (DFM), but some bigger practices have diversified their clients’ investments to...
Murray Anderson, Head of Retail at Prescient Investment Management 

Risk Aversion vs Returns: South African investment lessons from 2024 

Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management.
diverse-business-employees-group-celebrate-successful-outcome

Choosing the right DFM

There is a long list of factors to consider when choosing a Discretionary Fund Manager (DFM), but the most important factors are the experience...
ALexforbes strengthens investment capabilities

Alexforbes strengthens investment capabilities

Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
Analytics

Analytics

Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics.
What are the alternatives to using a DFM

What are the alternatives to using a DFM?

There are alternatives for advisors who don’t want to partner with a DFM, but each has its drawbacks. Find out more in the 2025 DFM Guide...
- Advertisement -

Most Popular

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.

The behavioural alpha – hedge funds offer more than an investment solution

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

When it comes to performance hedge funds are not all made equal

Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.

Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
- Advertisement -