CFA Society South Africa

2019

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

2018

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.pdf - CI_Jackson2.pdf

finweek Collective Insight Article - Collective Insights article.pdf

Presentations:

2018

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 - https://www.assettv.co.za/channel/sp-dow-jones-indices ​

S&P Dow Jones Indices​​:

Passive Gains Steam in South Africa - https://eu.spindices.com/multimedia-center/passive-gains-steam-in-south-africa?utm_source=sa_cfa

Factors on the Rise – Smart Beta in South Africa - https://eu.spindices.com/multimedia-center/factors-on-the-rise-smart-beta-in-south-africa?utm_source=sa_cfa

Explore an Investor's Guide to Indices from A to Z - http://us.spindices.com/index-literacy?utm_source=sa_cfa

Hear from Industry-Recognized Experts via S&P Dow Jones Indices' Indexology Blog - www.indexologyblog.com?utm_source=sa_cfa

Read Latest Research on a Range of Investment Themes Including Factors, Sectors, Core, ESG and more – www.spindices.com/indexology?utm_source=sa_cfa

Experience the Active vs. Passive Debate Including the SPIVA South Africa Scorecard from S&P Dow Jones Indices (published twice a year) – www.spdji.com/spiva?utm_source=sa_cfa

The Merits and Methods of Multi-Factor Investing - http://us.spindices.com/indexology/smart-beta/the-merits-and-methods-of-multi-factor-investing?utm_source=sa_cfa

Is Smart Beta Possible in Africa? http://us.spindices.com/documents/education/education-is-smart-beta-possible-in-africa.pdf ​

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

Young Analyst of the Year Award - http://cdn.bdlive.co.za/FM/images/FMRankingtheAnalyst2015.pdf  

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