Blue Chip Issue 84

CONTENTS ISSUE

CONTENTS ISSUE 84 AUG/SEPT/OCT 2022 02 “MULTIPLE” LAYERS OF FEES AND THE AETIOLOGY OF NONSENSE By PortfolioMetrix 04 10 12 14 20 EDITOR’S NOTE By Alexis Knipe BACK TO SORT-OF NORMAL Message from FPI CEO STAND OUT FROM THE CROWD By UFS School of Financial Planning Law ON THE MONEY Milestones, news and snippets FINDING THE BALANCE Column by Florbela Yates, Head of Equilibrium 21 “NO” IS A WORD Column by Rob Macdonald 22 CRYPTOMANIA Column by Kobus Kleyn, Kainos Wealth 23 THE MOST EXCLUSIVE CLUB IS OPEN, BUT WHERE IS THE DOOR? By Mike Titley, Business Development Fund Manager at Laurium Capital 24 DO DFMS ADD VALUE? Blue Chip sat down with Florbela Yates to understand the true value of DFMs 28 THE POWER OF BALANCE Momentum Investment Consulting has rebranded as Equilibrium 30 CAPITAL PRESERVATION Blue Chip speaks to Rafiq Taylor, Head of Implemented Consulting, Glacier Investments 32 ADVISOR INSPIRED Blue Chip caught up with INN8 to find out about the new addition to its brand 33 ENABLING GROWTH FOR ADVISORS INN8 responds to market demands 34 WHY USE A DFM? Barry O’Mahony, Veritas Wealth, tells us why 36 CAPITAL GAINS TAX IS NO SMALL CHANGE Says Peter Foster from Fundhouse 40 INVESTOR’S CONFLICT By Duncan Lamont, Head of Strategic Research, Schroders 42 EXTRAORDINARY EXECUTION Momentum Investments’ smart beta funds deliver exceptional performances 44 NOT EVERYTHING THAT COUNTS CAN BE COUNTED ESG is more of an art than a science, says Truffle Asset Management 46 A TRIED-AND-TESTED FLEXIBLE FIXED INCOME APPROACH By Visio Fund Management 6 www.bluechipdigital.co.za

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