In the Room with Morningstar

In July 2020, we joined Morningstar Investment Management South Africa to look at the evolution of global investing for South African investors.

Host Stephen Backhouse chatted with Morningstar’s Managing Director Victoria Reuvers and Business Development Manager Debra Slabber about how global investing started in South Africa and how it has changed over time.

About the Webinar

The evolution of global investing for South African investors

In today’s day and age, local investors can invest globally with ease, but this wasn’t always the case. We will take a step back and talk about how global investing started in South Africa and how it has changed over time.

The webinar will cover:

  • Historical overview - evolution of global investing for South African investors
  • Current investment landscape in South Africa – how are local investors gaining access to global managers and investments
  • How has global investing in S.A. changed over time?
  • How Morningstar view global investing
  • How Morningstar construct a global investment solution
  • The benefits of working with a discretionary fund manager such as Morningstar

About Morningstar Investment Management South Africa

Morningstar Investment Management South Africa (Pty) Ltd is part of the Morningstar Investment Management group, which offers investment management and advisory services around the world. As an entity licensed with the Financial Sector Conduct Authority, Morningstar Investment Management South Africa has established an investment practice in South Africa to provide research-driven, innovative and independent investment services to the local market. Morningstar Investment Management unites the strengths of Morningstar, Inc. with more than three decades of investment experience to help advisers empower investors to meet their financial goals. Through its global presence, Morningstar Investment Management brings together a rich heritage of local investment-management expertise and experience to craft solutions that cater to the unique requirements of each market.

The investment professionals in South Africa use their knowledge of local markets to help design and manage investment solutions. The South African investment professionals have, on average, more than 10 years of industry experience. Additionally, their work draws on the research, data and analysis from Morningstar, Inc. Morningstar, Inc. has served South Africa through its Cape Town office since 2009 and is known industrywide as a trusted source of independent investment information. What sets Morningstar apart from other companies is that it offers independent investment management services, software, data, research and ratings; and it combines and delivers them all in whatever way that is best for its clients.

Date:

TBA

Time:

TBA

CPD Points:

The Speakers

Stephen Backhouse

Head of Strategic Accounts INN8

Victoria Reuvers

Managing Director Morningstar South Africa

Debra Slabber

Business Development Manager Morningstar South Africa