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.

Investment Moments Podcast Logo

Investment Moments with Momentum Investments, Podcast Episode 2

In this episode of the podcast series, Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
Investment Moments Podcast Logo

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.

The evolution of savings

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

Leading global financial services

South African wealth manager chosen for global Top 100 list

Controlling the ‘controllables’ in uncertain times

Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
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
Blue Chip Journal Issue 76

The July 2020 edition of Blue Chip journal now available

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.

Thinking beyond the crisis

Perspective is crucial when it comes to long-term investing.

How we’re managing money in the eye of the storm

As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
Hardi Swart, Financial Planner of the Year 2019 and Lelane Bezuidenhout (CEO of the FPI) at the 2019 FPI Awards.

Celebrating great standards in Financial Planning

While the flagship Financial Planner of The Year Award has closed, all other categories are still open for this year's FPI Awards. Nominations close 3 August 2020. The award categories
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Most Popular

Geopolitical risk can’t be forecast but investors can control their instincts

Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context, writes Johanna Kyrklund, CIO, Schroders.

Are private capital markets “risky” investments?

Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments.

Rethinking retirement

South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services

Independent Investment Solutions

Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.

Catering for bespoke needs

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