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Blue Chip Issue 81

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Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary. Congratulations!


CONTENTS ISSUE 81 OCT/NOV/DEC 2021 61 62 FRANKLIN TEMPLETON IS NOW MORE CAPITAL CLIMATE Climate science and why it’s important for long-run capital allocation 64 ESG INVESTING Taking the passive versus active debate to a new arena 66 SUPERIOR STRATEGY Blue Chip speaks to Brendan de Jongh, Head of Research at PortfolioMetrix, about their Sustainable World Equity Fund of Funds launching in South Africa 68 REGULATION 38: CREATING A SILENT MAJORITY IN UMBRELLA FUNDS? 70 72 HOLLARD LIFE SELECT No smoke or mirrors THE SOUTH AFRICAN OUTLOOK Discovery Invest making sense of the retirement landscape. Part 3 74 EXPLORING THE UPSTREAM PASA discusses the latest draft of the Upstream Petroleum Resources Development Bill 76 HOW DIFFICULT IS THE SOUTH AFRICAN EQUITY INDEX DECISION? 1nvest speaks about the evolution in the index landscape 78 TAKING THE NEW ROAD Blue Chip speaks to Paul Fouché, Chief Investment Officer from New Road Capital 80 DIFFICULT CONVERSATIONS. PERHAPS THE GREATEST VALUE YOU CAN OFFER YOUR CLIENTS? By Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 82 HELPING YOU TAKE YOUR BUSINESS FURTHER By Old Mutual Wealth 84 A SAFE PLACE TO SUCCEED Blue Chip chats to Rory Brachner from DoshGuide, a site to connect people that need personal finance advice with a community of flat-fee financial advisors 86 THE PERILS OF RISK TOLERANCE QUESTIONNAIRES Where you (the financial planner) can bridge the gap 88 HELPING CLIENTS THROUGH UNEXPECTED TRANSITIONS By Kim Potgieter 90 ROGUES’ GALLERY The new book by Matthew Blackman and Nick Dall 92 HEALTH: A NATIONAL PRIORITY Momentum Financial Planning tells us that Covid-19 vaccine misinformation can harm your wellbeing 94 IN CHOOSING BETWEEN FLAT FEES OR AUM, CLIENT CARE HAS CHOSEN HEART 96 HOW SHARED VALUE CAN SOLVE RETIREMENT PROBLEMS Discovery Invest making sense of the retirement landscape. Part 4 98 100 METROPOLITAN COLLECTIVE SHAPERS TECH REVOLUTION: TIME TO TAKE ADVANTAGE Blue Chip sat down with atWORK’s chief technology officer, Werner Koekemoer, to discuss the biggest IT challenges facing financial planners 102 THE FUTURE OF CLIENT ENGAGEMENT We caught up with atWORK’s business development executive, Trevor Stacey 104 106 WOMEN IN FINANCE Breaking the barriers CROSS-BORDER DATA TRANSFERS AND POPIA Ancillary Financial Services informs us on compliance under POPIA 107 IBC MODEL WORKS By Novare CONSUMER EDUCATION: OUR COLLECTIVE RESPONSIBILITY WHY THE MULTI- MANAGEMENT 6

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