Blue Chip Issue 79
This 79th issue of Blue Chip focuses on the art, science and business of investment. Blue Chip is the financial planner’s chaperone to everything investment and this edition is a smorgasboard of the choices, decisions, lessons and associations that relate to it.
This 79th issue of Blue Chip focuses on the art, science and business of investment. Blue Chip is the financial planner’s chaperone to everything investment and this edition is a smorgasboard of the choices, decisions, lessons and associations that relate to it.
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CONTENTS<br />
04<br />
08<br />
10<br />
EDITOR’S NOTE<br />
By Alexis Knipe<br />
WHAT’S HAPPENING AT THE FPI<br />
Message from the CEO<br />
FINDING HER FINESSE IN<br />
FINANCE<br />
Profiling Mosili Lepheana from the University<br />
of Johannesburg<br />
12<br />
15<br />
ON THE MONEY<br />
Milestones, news and snippets<br />
MAKING ANY INVESTMENT<br />
WITH THE END GOAL IN MIND<br />
Column by Florbela Yates, Head of Momentum<br />
Investment Consulting<br />
16<br />
BINARY THINKING AND<br />
WHY IT HELPS TO DISAGREE<br />
WITH YOURSELF<br />
Making decisions in this world of complex<br />
problems, by Ian Jones<br />
18<br />
PORTFOLIO OPTIONS<br />
Zisanda Gila and Wayne Dennehy<br />
from Momentum Investments<br />
20<br />
THE VALUE OF GROWTH<br />
Do not underestimate the<br />
combination of quality and growth by<br />
Stonehage Fleming<br />
22<br />
WHAT 73 YEARS OF MULTI-ASSET<br />
INVESTING HAS TAUGHT US<br />
Much has changed in financial markets since<br />
Schroders launched its first balanced mandate<br />
24<br />
GUERNSEY CONTINUES<br />
TO DELIVER IN TIMES<br />
OF UNCERTAINTY<br />
Why the island still works for SA investors<br />
26<br />
SHARED VALUE – ANOTHER<br />
TREND?<br />
The potential impact of shared value in the<br />
retirement space by Discovery Invest<br />
27<br />
3 BENEFITS OF USING PASSIVE<br />
INVESTING IN YOUR PORTFOLIO<br />
Passive funds are undoubtedly gaining<br />
momentum, from 1nvest<br />
28<br />
ISSUE<br />
<strong>79</strong><br />
APRIL 2021<br />
LEADERS IN MULTI-FAMILY<br />
OFFICE SOLUTIONS<br />
<strong>Blue</strong> <strong>Chip</strong> speaks to Private Client Portfolios<br />
30<br />
WHY THE WORLD HAS MOVED<br />
TO INVESTING IN ETFS<br />
ETFs are here to stay, by Magwitch Securities<br />
32<br />
RISING DEMAND FOR DFMS<br />
DFMs are becoming key to an<br />
advisor’s value proposition<br />
34 RE-IMAGINING<br />
RETIREMENT INCOME<br />
Sanlam Glacier discusses the difficulties in<br />
selecting the most suitable retirement solution<br />
36<br />
FIGHTING THE FEAR<br />
OF THE UNKNOWN<br />
Hedge funds play a significant role in<br />
the operation of financial markets<br />
38<br />
HEDGING THE BAD TIMES,<br />
FUNDING THE GOOD<br />
Protea Capital Management tells us<br />
about the increasing accessibility of<br />
hedge funds in SA<br />
40<br />
THE VALUE OF PREDICTABILITY<br />
AND CONSISTENCY<br />
Peregrine Capital and the business<br />
of hedge funds<br />
41<br />
DISTINCTIVE ASSET<br />
MANAGEMENT<br />
Peregrine Capital: refining the<br />
investment process each day<br />
42<br />
WHY WE LIKE BOUTIQUE<br />
BUSINESSES<br />
The ability of focused boutique active<br />
investment managers to outperform indices<br />
44<br />
FIXED INCOME ASSET<br />
ALLOCATION<br />
Northstar SCI Income Fund examines<br />
the importance of portfolio flexibility<br />
46<br />
THE FUTURE OF INVESTING<br />
IS HUMAN<br />
AI has changed the world,<br />
by Sentio Capital Management<br />
48<br />
WHAT TO EXPECT FROM<br />
THE YEAR OF THE OX<br />
Truffle Asset Management has<br />
positioned its portfolios for a<br />
world of higher inflation<br />
50<br />
EXPLORING IMPACT METRICS<br />
Long-term ecosystem resilience<br />
52<br />
INTRODUCING OLD MUTUAL<br />
WEALTH ESG RATINGS<br />
ESG ratings provided for Old Mutual<br />
Trust Funds<br />
54<br />
THE GAME IS BOND<br />
<strong>Blue</strong> <strong>Chip</strong> sits down with<br />
Londa Nxumalo from Allan Gray<br />
56<br />
EMOTIONAL CONNECTION<br />
Rob Macdonald, Fundhouse, attests to<br />
the importance of building client relationships<br />
58<br />
60<br />
is recruiting<br />
64<br />
SUCCESSFUL SUCCESSION<br />
Matching clients with advisors<br />
WANTED: FINANCIAL ADVISORS<br />
Momentum Financial Planning<br />
BEHAVIOURAL LESSONS<br />
FROM THE CHAOS<br />
The elements of value, by Pierre Taljaard<br />
66<br />
SHARING IS CARING<br />
The FPI Brand Ambassador<br />
programme, by David Kop<br />
68<br />
RESILIENCE WITHIN THE<br />
FINANCIAL SECTOR<br />
Lessons learnt in 2020, by Raksha Gosai<br />
70<br />
BECOMING AN FPI APPROVED<br />
PRACTICE<br />
How the FPI has benefitted<br />
Centric Wealth Advisory<br />
72<br />
TECHNOLOGY: ENHANCING<br />
THE EXPERIENCE<br />
Tech, efficiency and your clients,<br />
by Didintle Mokonoto<br />
74<br />
THE ACCOUNT THAT GROWS<br />
WITH YOUR BUSINESS<br />
Absa’s brand-new transactional account<br />
76<br />
WHAT IS THE OUTLOOK<br />
FOR 2021?<br />
The cryptocurrency market outlook<br />
for the year ahead<br />
78<br />
DIRECTING CURRENCIES<br />
Currencies Direct: here for all your<br />
international currency requirements<br />
6 www.bluechipdigital.co.za
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