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.

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Systematic investing:the future of investing

According to Conway Williams and Sajjaad Ahmed from Prescient Investment Management, "the days of large, traditional asset management teams are fading, making way for leaner, technology and data-driven investment approaches".
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ETFs, ETNs and AMCs: is this the future of investing?

Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.
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The arithmetic is not in active funds’ favour

Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.

Power wheeling: the solution to grid instability and achieving South Africa’s...

Vodacom Group Chief Technology Officer Dejan Kastelic explains how “virtual wheeling” offers an exciting and innovative way forward for companies looking to move beyond loadshedding.
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A universal perspective

Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
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Three ways in which the energy industry must change and what...

Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
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How will the COP28 resolutions shape Africa’s financial future and how...

Sandra Villars, Partner, Financial Services at Oliver Wyman, examines the concept of nature-related risk and stresses the need for financing for climate adaptation that is relevant to the African context.
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How to retire in a volatile market

Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.
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The rising relevance of DFMs

In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking health experience into account.
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The funding struggle

Cerina Bezuidenhout, co-founder and COO of Future Females Empowerment Initiatives, lays out the facts about women and inequitable financing, based on research done in South Africa and four other countries by the organisation.
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Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions.

What really matters when choosing offshore unit trusts

When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...

How to become a financial advisor in South Africa

The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.

The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and...

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
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