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  discuss where the biggest opportunities for ETF usage within portfolios exists, and how best to incorporate these easily tradeable and highly transparent strategies.

Key takeaways:

  1. Strategic Portfolio Positioning: Insightfully navigating the global macro landscape to position portfolios, backed by deliberate ETF choices.
  2. Dynamic Evolution of SA Portfolios: Adapting to the evolving South African investment scene, incorporating lessons from a transformative decade.
  3. Navigating ETF Trends and Performance Dynamics: Deciphering lasting ETF trends, addressing the impact of retail investors, and dissecting performance drivers for informed decision-making.

Panelists:

Craig Pheiffer

Chief Investment Strategist, Sasfin Wealth
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Craig began his career as an investment professional in 1990 in the fixed income division of Frankel Kruger Stockbrokers. He was involved with bond trading, institutional bond sales, primary dealing and market-making and held various investment strategy roles since his appointment as Chief Investment Strategist at Sasfin Frankel Pollak Securities in 2000. Craig was appointed head of Absa Asset Management Private Clients in 2007 and fulfilled various investment and executive roles, leaving Absa in early 2022 to rejoin Sasfin as the Chief Investment Strategist within Sasfin Wealth. He holds a CFA Charter, a BSc Computer Science from Wits and a BCom, BCom Hons and an MCom in Economics from Unisa.
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Andrew Dittberner

Chief Investment Officer, Private Clients by Old Mutual Wealth
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Andrew joined Private Clients by Old Mutual Wealth in 2017 and was previously employed at Cannon Asset Managers. He joined Cannon in 2007 as a Research Analyst and during his tenure, he rose through the ranks to become a Portfolio Manager in 2011 and was then appointed CIO in 2014. Andrew has extensive knowledge and insight into valuing businesses across multiple industries and identifying suitable investment opportunities. He holds a Master’s Degree in Economic Science from the University of the Witwatersrand, where he lectured for a while. He also holds a PhD in Investments and Securities from the University of Pretoria.
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Nerina Visser

Director, ETF Strategist and Financial Advisor, etfSA
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Nerina Visser is an ETF Strategist and Advisor, offering consulting and advisory services to the investment industry, financial advisors and private individuals with a specialist focus on Exchange Traded Products, benchmark indices and rules-based investment solutions. She is a director of the etfSA Portfolio Management Company, a registered financial services provider, where she oversees the management of specialist investment portfolios of Exchange Traded Products for a broad range of clients.
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Moderator

Michelle Noth

Head: Financial Intermediaries, 10X
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Michelle is responsible for the R20bn Financial Intermediaries channel at 10X investments, providing best-in-class investment solutions to IFAs, DFMs, Multi Managers and Wealth Managers among others. She spent four years at CoreShares Investment Managers before it was acquired by 10X. During her tenure, the business tripled in size. Prior to this, she spent 13 years in London, where she specialised in ETFs and passive investment solutions (working at Blackrock iShares and BNP Paribas among others). Her 18-year career has spanned Europe and South Africa, buy side, sell side and strategic roles and she thrives in a build-out environment. Michelle graduated with Honours in Business Science from the University of Cape Town in 2004, majoring in Finance and Financial Accounting. Later, she was admitted as a CFA Charterholder in 2010.
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