CFA Society South Africa

A Member of the CFA Institute Global Network of Societies

​Prof. Javier Estrada Presentation - presentation slides.pdf

View S&P DJI videos on AssetTV South Africa -

What's Driving Passive Growth in South Africa (video with Nerina Visser, ETFSA) -

Looking for Income Beyond Core (video with Gareth Stobie, CoreShares) -

Implementing Factors & Sectors in South Africa (video with Ryan Sydow, Absa CIB) -​​

What Does Diversification Look Like in Today's Markets? (video with Bernard van Wyk, Analytics Consulting) -

Assessing Single-Stock Rise in South African Indices (blog post) -​​

finweek - Collective Insight II

finweek Collective Insight II - Reduce the cost of investing without becoming a bore at parties - Grant Locke - CI_Locke.pdf

finweek Collective Insight II​ - Let’s stop selling insurance and rather help people know when to buy it - Anne Cabot-Alletzhauser - FW_CI Anne.pdf

finweek Collective Insight II - Banks are indispensable,but beware the charges - Shivesh Maharaj - FW_CI Maharaj.pdf

finweek Collective Insight II - Navigating the investment landscape as a beginner - Lerato Mahlangu - fw_CI_Mahlangu.pdf

finweek Collective Insight II - Does low cost equal low value?​ - Mxolisi Siwundla - fw_CI_Siwundla.pdf​​




finweek - Collective Insight I

finweek Collective Insight-  Making Investment Count: Transformation: Dionne Kerr - CI_Kerr.pdf

finweek Collective Insight-  Making Investment Count: Rethinking Empowerment-Amanda Khoza - CI_Khoza.pdf

finweek Collective Insight-  Making Investment Count: How to build an inclusive South Africa-Heather Jackson CI_Jackson1.pdfCI_Jackson2.pdf

finweek Collective Insight ArticleCollective Insights article.pdf


Updated - 9 May 2018

Passive Gains Steam in South Africa -

Factors on the Rise – Smart Beta in South Africa -

Explore an Investor's Guide to Indices from A to Z -

Hear from Industry-Recognized Experts via S&P Dow Jones Indices' Indexology Blog -

Read Latest Research on a Range of Investment Themes Including Factors, Sectors, Core, ESG and more –

Experience the Active vs. Passive Debate Including the SPIVA South Africa Scorecard from S&P Dow Jones Indices (published twice a year) –

The Merits and Methods of Multi-Factor Investing -




Key Lessons from Financial History for Today's Investors​ - Register now

Roadmap to Success 2018: Perspective from Wealth Management CMOs - Register now

Is Smart Beta Possible in Africa? 

Active Share and the Three Pillars of Active Management: Skill, Conviction, and OpportunityRegister now

Planning and Organizing a Job Search CampaignRegister now

Brexit Report - CFA_Brexit_Guide_2017 - FINAL 210417 LO-RES.pdf

Young Analyst of the Year Award -  

​​​​Financial Crises Webinar Register now.