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10X Think Indexing 2023: Creating winning combinations of ETFs and stocks

December 14, 2023 | 32m 36s

Learning: Knowledge

Portfolio managers and stockbrokers are increasingly using ETFs alongside their high-conviction stock picks to build robust and globally diversified portfolios for their clients, spanning multiple asset classes. Joined by leading private client securities’ investment heads, we discussed where the biggest opportunities for ETF usage within portfolios exists, and how best to incorporate these easily tradeable and highly transparent strategies.

Panelists:
Craig Pheiffer (Chief Investment Strategist, Sasfin Wealth)
Andrew Dittberner (Chief Investment Officer, Private Clients by Old Mutual Wealth)
Nerina Visser (Director, ETF Strategist and Financial Advisor, etfSA)
Moderated by:
Michelle Noth - Head: Financial Intermediaries, 10X

Key Takeaways:

1. Portfolio Tactics: Unpack current strategies in managed share portfolios, spotlighting key ETFs and their strategic choices.
2. Decade Shift: Explore a decade's evolution in South African personal share portfolios, leveraging your extensive experience.
3. ETF Trends Insight: Evaluate the sustainability of global and local ETF trends, distinguishing enduring strategies from fleeting trends.
4. Retail Investor Dynamics: Assess the impact of the rise in retail investors, discussing the feasibility of self-directed portfolio management and the added value of wealth/portfolio managers.