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Articles - Thought leadership

finweek Collective Insight Part 1

Getting to grips with global investing

A practical guide to global investing - Part 1.pdf

A practical guide to global investing.-Part 2.pdf

Going offshore- be careful what you wish for -Part 1.pdf

Going offshore-be careful what you wish for -Part 2.pdf

Home is where the heart is- Part 1.pdf

Home is where the heart is- Part 2.pdf

How to invest globally - Part 1.pdf

How to invest globally -Part 2.pdf

Is diversification merely a myth - Part 1.pdf

Is diversification merely a myth-Part 2.pdf

The effect of currency exposure on global portfolios-Part 1.pdf

The effect of currency exposure on global portfolios-Part 2.pdf

What are you actually invested in.pdf



finweek - Collective Insight IIII

FW_CI Intro oct 2018.pdf

FW_CI Anne oct 2018.pdf

FW_CI Gilbert oct 2018.pdf

FW_CI Janina oct 2018.pdf

FW_CI OM Duncan oct 2018.pdf

FW_CI Viljoen oct 2018.pdf

finweek - Collective Insight III

2.FW_CI Muitheri Wahome - article.pdf

5.FW_CI Judin - article.pdf

7.FW_CI_Gregoriou - article.pdf

8.FW_CI Blake - article.pdf


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





Conference 2018 Presentations Let's Measure up

Ben Hunt- 2018-07-18 Cape Town CFA Investing in the Fake News Age pdf.pdf

Wendy Addison - Silence is NOT Golden July 2018 pdf.pdf

CFA conference Stuart Theobald.pdf

Panel Discussion - Bonds and Credit - Final Version.pdf​​


Programme Events:

Prof. Javier Estrada Presentation - presentation slides.pdf

View S&P DJI videos on AssetTV South Africa -


S&P Dow Jones Indices​​:

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 -

Is Smart Beta Possible in Africa? ​

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

Young Analyst of the Year Award -