2 months ago

Blue Chip Issue 79

  • Text
  • Stockmarkets
  • Insurance
  • Financialadviser
  • Advice
  • Financialadvisors
  • Financialplanning
  • Financial
  • Investing
  • Returns
  • Portfolio
  • Advisors
  • Global
  • Equity
  • Asset
  • Investors
  • Hedge
  • Funds
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.

CONTENTS 04 08 10

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

Momentum Financial Planning recruitment initiative A career in financial planning is about wanting to help others succeed

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