1 year ago

Blue Chip Issue 83

  • Text
  • Fpi
  • Hollard
  • Liberty
  • Offshore investing
  • Equity
  • Outsurance
  • Financial planning
  • Financial
  • Financialservices
  • Investing
  • Advisor
  • Planner
  • Momentum
  • Global
  • Coaching
  • Professionals
  • Investors
  • Investments
  • Funds
Blue Chip Journal is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip is a quarterly journal for the financial planning industry. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Visit Blue Chip Digital:


CONTENTS ISSUE 83 MAY/JUNE/JULY 2022 02 04 10 14 20 STAND OUT FROM THE CROWD UFS School of Financial Planning Law EDITOR’S NOTE By Alexis Knipe THE TIME IS NOW Message from FPI CEO ON THE MONEY Milestones, news and snippets HOW INVESTING IS LIKE SKIING Column by Florbela Yates, Head of Momentum Investment Consulting 21 BUILD YOUR BRAND FROM THE INSIDE OUT Column by Rob Macdonald, Head of Strategic Advisory Services, Fundhouse 22 THE FUNDAMENTAL PRINCIPLES OF INVESTING AND INVESTMENTS Column by Kobus Kleyn, Tax and Fiduciary Planner, Kainos Wealth 24 CHANGE IS GOOD, PROVIDED YOU DON’T CHANGE WHAT YOU STAND FOR Blue Chip speaks to Danie Matthee, OUTsurance CEO 28 THIS WAS SA’S BEST- PERFORMING UNIT IN 2021 You’ll never guess what happened next By Ian Jones, CEO of Fundhouse 32 STAY THE COURSE THROUGH MARKET TURMOIL Says Mike Adsetts from Momentum Investments 34 HOW WILL THE UKRAINE CRISIS AFFECT THE ENERGY TRANSITION? By Mark Lacey, Schroders 36 A NEW FRANKLIN TEMPLETON The firm recently launched its global brand campaign 38 GOLD: WHY IT’S SMART And will remain a sound strategy 40 AN INVESTMENT CONUNDRUM Passive, smart-beta and actively managed funds, by Evan Gilbert 42 THE GOOD, THE BAD AND THE MARKET STRUCTURE Exchange Traded Funds 44 JUST TRANSITION: SA’S JOURNEY TO CLEAN ENERGY By Sanlam Investments 46 CREATING SOLUTIONS FOR THE WORLD’S GREATEST CHALLENGES Impact investing by Standard Bank 48 50 A COACHING WAY OF BEING Help your clients solve their life riddles THROUGH A DIFFERENT LENS Understanding why people manage their money the way they do, by Gugu Sidaki 52 THE WOMEN IN SA FINANCIAL SERVICES NETWORK Led by Bravura Solutions 6

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