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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New global report reveals evolution of the family office ecosystem

Key findings from Ocorian’s new report – an international study with more than 130 family office professionals responsible for around $62.425 billion assets under...
Two pot saving system

Leverage the looming two-pot system to boost your retirement savings

It’s evident that many South Africans are not saving adequately for retirement given that average replacement ratios are between 25-30% says Nkululeko Kunene, Institutional Client Specialist.
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The Future of Financial Planning: Six Trends to Watch in 2023 

Learn about the six most important trends that will affect financial planning from 2023. By embracing these transformative trends, you can stay competitive, offer better service, and help clients reach their financial goals, says Francois du Toit, Founder and Head of Content and Sales, PROpulsion
Investment opportunities

Key investment qualities for a more predictable outcome in tough times

With interest rates continuing to rise, persistent inflation and the collapse of several mainstream financial institutions (as a result of fleeing depositors), it’s unsurprising...
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More than just a bridge over troubled water

Jason Horn, Execution Trader and Macro Analyst at Steyn Capital Management, explains how hedge funds are more than just a useful alternative to traditional balanced fund allocations.
Cryptocurrency

FTX revisited: how could it happen, and the rules of investing

In many ways, the story of the failed crypto exchange platform FTX and its founder, Sam Bankman-Fried (SBF), provide us with the quintessential example of what has come to be known as the Icarus Syndrome says Matthew Molyneux, Investment Analyst at Fundhouse
Financial planning advice

How a focus on valuations helps to drive long-term returns

Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt...
Investing and saving

Why do people invest? Why do people save?

For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment
DFM

Should financial advisors use a DFM?

There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
The green hydrogen frontier

The green hydrogen frontier

Neocolonialism, greenwashing or just transition? There is much excitement around green hydrogen these days. It is often said to have great potential for combating climate change while creating jobs and economic prosperity in South Africa.
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The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.

Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 

Hedge fund manager and fund listing

This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds.

Protea Capital Management

Protea Capital Management is an investment management firm domiciled in South Africa, investing globally.
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