Welcome to the launch edition of the Blue Chip ETF Guide, the fourth in a series of special annual guides designed to complement the quarterly Blue Chip Journal and provide useful information to the South African financial planning community on alternative investment options.
The ETF Guide follows the launch of the DFM Guide and Hedge Fund Guide in 2025, and the Structured Products Guide in 2026
The Blue Chip ETF Guide includes editorial content written by Rob Macdonald, an independent consultant, author and CFP® Professional, and Evan Gilbert, Extraordinary Associate Professor in the Faculty of Economic and Management Sciences at Stellenbosch University, explaining what ETFs are, what types of ETFs are available to investors in South Africa, the benefits of investing in ETFs, why financial planners should consider incorporating ETFs into an investment plan, and how to choose the right ETF.
This is complemented by profiles and interviews from a number of providers of ETFs in South Africa.
The Blue Chip ETF Guide follows the successful format of Blue Chip’s other annual guides, the Blue Chip Hedge Fund Guide, the Blue Chip Structured Products Guide and the Blue Chip DFM Guide. The guides are produced by Global Africa Network Media, the publisher of Blue Chip Journal.
Blue Chip is the official publication of the FPI, published quarterly in February, May, August and November, and distributed in print and digital format to the full and up-to-date member base of the FPI, reaching over 5 000 CFP® Professionals as well as other categories of FPI membership.
Digital editions of Blue Chip Journal, the Blue Chip Hedge Fund Guide, the Blue Chip Structured Products Guide and the Blue Chip DFM Guide can be found at www.bluechipdigital.co.za
Members of the Financial Planning Institute of Southern Africa (FPI) can earn one verifiable
Continuing Professional Development (CPD) point by completing an online assessment on the FPI member portal, based on the introductory articles in the ETF Guide.
