1. South African Professional Investors explain how they blend Beta in their portfolios
We spoke to a few of our most savvy investors to find out exactly how and why they use passive strategies in their portfolios (featuring Tavonga Chivizhe, Chief Investment Officer & Founding Executive Director at Boutique Investment Partners (BIP), Paul Marais, Managing Director at NFB Asset Management and Caroline Cremen, Portfolio Manager at Adviceworx).
2. Unpacking SA Beta Benchmarks – Part 1
Zack Bezuidenhoudt (Head of Client Coverage, South Africa and Sub-Saharan Africa at S&J Dow Jones Indices) covers an introduction to indexation in the SA market and unpacks what core equity allocations really mean in SA compared to offshore markets.
3. Unpacking SA Beta Benchmarks – Part 2
Chris Rule (Head: Product & Client Solutions at CoreShares) gives us a full understanding of the methodology, performance and use cases for the various beta options in our market (Top40, SWIX, Top50 among others) and looks at how these have evolved through time.