Brought to you by FPI
30 April 2023
Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.

Featured

Hedge Funds

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....

Hedge Funds

The benefits of incorporating hedge funds into long-only portfolios

The performance review of hedge funds showed that there is clear investment merit in investing in hedge funds, not only for the potential downside protection that is at the core of the hedge fund proposition, but also for the absolute returns that hedge funds can generate. ...

Featured

From prime to repo: a cleaner benchmark for a lower-rate South Africa

Most people know their loan is priced at “prime plus or minus a percentage”. But what exactly is prime, asks Razeen Dinath of Fundhouse?...

Education

Education is everything

The ImfundoHub is a digital education platform that delivers low-bandwidth, CAPS-aligned learning support to South African learners through WhatsApp. Blue Chip speaks to the founder, Dr Vashna Jagarnath....

Thought Leaders

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....


More Features

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news....

Tuning out global noise

Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions....

Shaping spaces that help great financial planners do their best work

Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....

Round Table Series

Round Table Series

How and why a financial planner should use a DFM

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM...

Round Table Series

Offshore Investment: Where, how and how much

Thumbnail of Offshore investment roundtable discussion
Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on offshore investment....

Events

The Investment Think Tank

 

IRFA 2026 Conference

 

2026 FPI Professional’s Convention

 

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