www.assettv.co.za
Open in
urlscan Pro
2606:4700:20::681a:9a1
Public Scan
Submitted URL: https://assettv.cmail20.com/t/r-l-tihuihkt-ntjludklik-t/
Effective URL: https://www.assettv.co.za/video/outlook-2024-i-dfm-panel?channel=3050&access=b8e5c9854736d26ce5be&UT=eyJlbWFpbCI6ICJyb3NzL...
Submission: On March 18 via api from ZA — Scanned from DE
Effective URL: https://www.assettv.co.za/video/outlook-2024-i-dfm-panel?channel=3050&access=b8e5c9854736d26ce5be&UT=eyJlbWFpbCI6ICJyb3NzL...
Submission: On March 18 via api from ZA — Scanned from DE
Form analysis 5 forms found in the DOM
/search
<form action="/search" id="desktop-search" class="">
<label for="search" class="tw-sr-only">Search</label>
<input type="search" name="search" id="desktop-search"
class="tw-h-10 tw-w-full tw-rounded-r-md tw-border-1 tw-bg-zinc-300 tw-border-zinc-300 tw-text-zinc-800 placeholder:tw-text-zinc-800 focus-visible:tw-border-primary-500 tw-ring-inset focus-visible:tw-ring-primary-500 lg:tw-text-sm"
placeholder="Search">
</form>/search
<form id="mobile-search" action="/search" class="tw-hidden lg:tw-hidden tw-left-0 tw-top-[120px] lg:tw-top-0 tw-px-4 tw-pb-2 tw-w-full lg:tw-p-0 tw-justify-between tw-items-center">
<input type="search" name="search" id="mobile-search"
class="tw-text-zinc-500 lg:tw-hidden tw-w-full tw-rounded-md lg:tw-rounded-r-md tw-border-2 tw-border-zinc-600 tw-bg-zinc-100 placeholder:tw-text-zinc-500 focus-visible:tw-border-zinc-500 focus-visible:tw-ring-primary-500 lg:tw-text-sm"
placeholder="Search">
</form><form>
<div class="fr-mb-2">
<div class="md:fr-flex">
<div class="md:fr-w-1/2 md:fr-flex">
<h2 class="fr-font-medium fr-text-2xl fr-mb-2 fr-text-zinc-800 fr-mr-auto">OUTLOOK 2024 I DFM PANEL - QUIZ</h2>
</div>
<div class="fr-p-2 md:fr-w-1/2 md:fr-text-right">
<div class="fr-font-medium fr-text-lg fr-text-zinc-800">This Quiz has <strong class="fr-font-bold fr-underline fr-underline-offset-2">5</strong> Questions</div>
</div>
</div>
<div></div>
</div>
<div>
<fieldset data-testid="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4">
<div class="fr-mb-4">
<legend class="fr-mb-3 fr-text-lg">1. Which company experienced favourable returns from local asset classes, specifically in property and dividend-paying bonds, in the last quarter of 2023 from a portfolio construction perspective?<span
class="fr-text-red-600">*</span><span class="fr-sr-only">(This field is required)</span></legend>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-0" name="form-component-4390c2f0-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="0">
<div class="fr-pl-2"><label for="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-0" class="fr-block">a. INN8 Invest</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-1" name="form-component-4390c2f0-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="1">
<div class="fr-pl-2"><label for="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-1" class="fr-block">b. Equilibrium</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-2" name="form-component-4390c2f0-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="2">
<div class="fr-pl-2"><label for="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-2" class="fr-block">c. BlackRock</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-3" name="form-component-4390c2f0-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="3">
<div class="fr-pl-2"><label for="4390c2f0-c1c6-11ee-895d-4dc670b9bbc4-3" class="fr-block">d. None of above</label></div>
</div>
</div>
</fieldset>
<fieldset data-testid="5816aaf1-c1c6-11ee-895d-4dc670b9bbc4">
<div class="fr-mb-4">
<legend class="fr-mb-3 fr-text-lg">2. In the context of a lower-risk portfolio, Equilibrium strategically adjusted its exposure to global bonds. They transitioned from a previous position of zero overall exposure to approximately 5%, making
this adjustment from a strategic standpoint.<span class="fr-text-red-600">*</span><span class="fr-sr-only">(This field is required)</span></legend>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="5816aaf1-c1c6-11ee-895d-4dc670b9bbc4-0" name="form-component-5816aaf1-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="0">
<div class="fr-pl-2"><label for="5816aaf1-c1c6-11ee-895d-4dc670b9bbc4-0" class="fr-block">a. False</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="5816aaf1-c1c6-11ee-895d-4dc670b9bbc4-1" name="form-component-5816aaf1-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="1">
<div class="fr-pl-2"><label for="5816aaf1-c1c6-11ee-895d-4dc670b9bbc4-1" class="fr-block">b. True</label></div>
</div>
</div>
</fieldset>
<fieldset data-testid="787b3590-c1c6-11ee-895d-4dc670b9bbc4">
<div class="fr-mb-4">
<legend class="fr-mb-3 fr-text-lg">3. In an unconstrained portfolio, which company manages a specific product for clients featuring 60% offshore, 20% South African equities, and 20% South African fixed interest, allowing for an increase in
their offshore exposure?<span class="fr-text-red-600">*</span><span class="fr-sr-only">(This field is required)</span></legend>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="787b3590-c1c6-11ee-895d-4dc670b9bbc4-0" name="form-component-787b3590-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="0">
<div class="fr-pl-2"><label for="787b3590-c1c6-11ee-895d-4dc670b9bbc4-0" class="fr-block">a. BlackRock</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="787b3590-c1c6-11ee-895d-4dc670b9bbc4-1" name="form-component-787b3590-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="1">
<div class="fr-pl-2"><label for="787b3590-c1c6-11ee-895d-4dc670b9bbc4-1" class="fr-block">b. Equilibrium</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="787b3590-c1c6-11ee-895d-4dc670b9bbc4-2" name="form-component-787b3590-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="2">
<div class="fr-pl-2"><label for="787b3590-c1c6-11ee-895d-4dc670b9bbc4-2" class="fr-block">c. INN8 Invest</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="787b3590-c1c6-11ee-895d-4dc670b9bbc4-3" name="form-component-787b3590-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="3">
<div class="fr-pl-2"><label for="787b3590-c1c6-11ee-895d-4dc670b9bbc4-3" class="fr-block">d. None of the above</label></div>
</div>
</div>
</fieldset>
<fieldset data-testid="96e68841-c1c6-11ee-895d-4dc670b9bbc4">
<div class="fr-mb-4">
<legend class="fr-mb-3 fr-text-lg">4. From a global standpoint, utilizing passive managers is advantageous for this company in their fixed income space.<span class="fr-text-red-600">*</span><span class="fr-sr-only">(This field is
required)</span></legend>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="96e68841-c1c6-11ee-895d-4dc670b9bbc4-0" name="form-component-96e68841-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="0">
<div class="fr-pl-2"><label for="96e68841-c1c6-11ee-895d-4dc670b9bbc4-0" class="fr-block">a. BlackRock</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="96e68841-c1c6-11ee-895d-4dc670b9bbc4-1" name="form-component-96e68841-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="1">
<div class="fr-pl-2"><label for="96e68841-c1c6-11ee-895d-4dc670b9bbc4-1" class="fr-block">b. INN8 Invest</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="96e68841-c1c6-11ee-895d-4dc670b9bbc4-2" name="form-component-96e68841-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="2">
<div class="fr-pl-2"><label for="96e68841-c1c6-11ee-895d-4dc670b9bbc4-2" class="fr-block">c. Equilibrium</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="96e68841-c1c6-11ee-895d-4dc670b9bbc4-3" name="form-component-96e68841-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="3">
<div class="fr-pl-2"><label for="96e68841-c1c6-11ee-895d-4dc670b9bbc4-3" class="fr-block">d. None of the above</label></div>
</div>
</div>
</fieldset>
<fieldset data-testid="b6017be1-c1c6-11ee-895d-4dc670b9bbc4">
<div class="fr-mb-4">
<legend class="fr-mb-3 fr-text-lg">5. From a developed market perspective, which company maintains a 50/50 distribution between active and passive management in their portfolio?<span class="fr-text-red-600">*</span><span
class="fr-sr-only">(This field is required)</span></legend>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-0" name="form-component-b6017be1-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="0">
<div class="fr-pl-2"><label for="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-0" class="fr-block">a. INN8 Invest</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-1" name="form-component-b6017be1-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="1">
<div class="fr-pl-2"><label for="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-1" class="fr-block">b. BlackRock</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-2" name="form-component-b6017be1-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="2">
<div class="fr-pl-2"><label for="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-2" class="fr-block">c. Equilibrium</label></div>
</div>
<div class="fr-flex fr-items-center fr-mb-2"><input type="radio" id="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-3" name="form-component-b6017be1-c1c6-11ee-895d-4dc670b9bbc4"
class="fr-h-4 fr-w-4 fr-border-zinc-300 fr-text-primary-600 focus-visible:fr-ring-primary-500" value="3">
<div class="fr-pl-2"><label for="b6017be1-c1c6-11ee-895d-4dc670b9bbc4-3" class="fr-block">d. None of above</label></div>
</div>
</div>
</fieldset>
</div><input id="honeypot-field" type="text" class="fr-hidden">
<div class="fr-flex fr-gap-4"><input type="button"
class="!fr-border fr-inline-flex fr-items-center fr-justify-center fr-rounded-md !fr-px-4 !fr-py-2 fr-text-sm fr-font-normal focus-visible:fr-outline-none focus-visible:fr-ring-1 focus-visible:fr-ring-offset-1 focus-visible:fr-ring-offset-gray-100 hover:fr-cursor-pointer disabled:fr-cursor-not-allowed disabled:fr-opacity-50"
disabled="" value="← Previous"><input type="button"
class="!fr-border fr-inline-flex fr-items-center fr-justify-center fr-rounded-md !fr-px-4 !fr-py-2 fr-text-sm fr-font-normal focus-visible:fr-outline-none focus-visible:fr-ring-1 focus-visible:fr-ring-offset-1 focus-visible:fr-ring-offset-gray-100 hover:fr-cursor-pointer disabled:fr-cursor-not-allowed disabled:fr-opacity-50"
disabled="" value="Next"><input type="submit"
class="!fr-border fr-inline-flex fr-items-center fr-justify-center fr-rounded-md !fr-px-4 !fr-py-2 fr-text-sm fr-font-normal focus-visible:fr-outline-none focus-visible:fr-ring-1 focus-visible:fr-ring-offset-1 focus-visible:fr-ring-offset-gray-100 hover:fr-cursor-pointer disabled:fr-cursor-not-allowed disabled:fr-opacity-50 !fr-text-white !fr-border-primary-600 !fr-bg-primary-600 hover:fr-bg-primary-700 hover:fr-border-primary-700 focus-visible:fr-ring-primary-600"
disabled="" value="submit"></div>
</form><form id="public-quiz" class="tw-hidden">
<p class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block tw-pb-2">In order to access this quiz you need to provide the following information:</p>
<label for="field_first_name" class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block js-form-required form-required">First Name</label>
<input type="text"
class="form-text required tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md"
id="field_first_name" name="field_first_name" placeholder="Enter your first name" required="">
<label for="field_last_name" class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block js-form-required form-required">Last Name</label>
<input type="text"
class="form-text required tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md"
id="field_last_name" name="field_last_name" placeholder="Enter your last name" required="">
<label for="field_email_address" class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block js-form-required form-required">Email address</label>
<input type="email"
class="form-text required tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md"
id="field_email_address" name="field_email_address" placeholder="Enter your email address" required="">
<label for="field_company" class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block js-form-required form-required">Company</label>
<input type="text"
class="form-text required tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md"
id="field_company" name="field_company" placeholder="Enter your company name" required="">
<p class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block js-form-required form-required tw-py-2">You need to provide at least one CE Accreditation number:</p>
<label for="field_cfp_number" class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block">CFP Number</label>
<input type="text"
class="form-text tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md"
id="field_cfp_number" name="field_cfp_number" placeholder="Enter your CFP Number">
<label for="field_cima_number" class="tw-text-sm tw-text-left tw-font-medium tw-mb-1 tw-text-zinc-800 dark:tw-text-zinc-100 tw-font-medium tw-block">CIMA Number</label>
<input type="text"
class="form-text tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md"
id="field_cima_number" name="field_cima_number" placeholder="Enter your CIMA Number">
<input
class="button button--primary js-form-submit form-submit tw-cursor-pointer tw-border tw-border-primary-600 tw-bg-primary-600 hover:tw-bg-primary-700 hover:tw-border-primary-700 tw-text-white tw-inline-flex tw-items-center tw-justify-center tw-rounded-md tw-px-4 tw-py-2 tw-text-sm tw-font-normal tw-shadow-sm focus-visible:tw-outline-none focus-visible:tw-ring-1 focus-visible:tw-ring-primary-600 focus-visible:tw-ring-offset-1 focus-visible:tw-ring-offset-gray-100 tw-px-12 tw-transition tw-duration-150 tw-ease-in-out tw-mb-4 tw-mt-2"
type="submit" value="Continue">
</form>POST /phoenix-quiz/accrediting-bodies-form/366
<form class="select-accrediting-bodies-form" data-drupal-selector="select-accrediting-bodies-form-zumuvkrmtu" action="/phoenix-quiz/accrediting-bodies-form/366" method="post" id="select-accrediting-bodies-form--_zuMUVkRmtU" accept-charset="UTF-8">
<input autocomplete="off" data-drupal-selector="form-59n-izakac9jgdw4hk9vcwqmvwdrnbvjii14zcplo74" type="hidden" name="form_build_id" value="form-59N-iZAkac9jgdW4Hk9vcwqMvWdrNBVjII14zCPLo74"
class="tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md">
<input data-drupal-selector="edit-select-accrediting-bodies-form-l3vt9n5-s9m" type="hidden" name="form_id" value="select_accrediting_bodies_form"
class="tw-rounded-md tw-flex tw-items-center tw-bg-white tw-border tw-border-zinc-300 dark:tw-text-zinc-200 dark:tw-bg-zinc-800 dark:tw-border-zinc-700 tw-mb-2 tw-bg-transparent tw-border-transparent tw-w-full tw-py-2 tw-p-2 focus-visible:tw-border-primary-500 focus-visible:tw-ring-primary-500 sm:tw-text-sm tw-rounded-md">
</form>Text Content
Close
For investment professionals only. By continuing to use this site, you agree to
our T&Cs, Privacy Policy, and Cookie Policy. We have invited leading wealth
managers and investment companies to produce and sponsor videos for this
website. This is not independent content.
Cookie Consent plugin for the EU cookie law
Skip to main content
GLOBAL LEFT (LIGHT)
* About
* Support
* Contact
To start logging and tracking your CPD, sign up for a free Asset TV account
today!
Open main menu
MOBILE
* CHANNELS
*
Featured
*
Programmes
*
Topics
* NEW AND FEATURED
* Sanlam
In the Hotseat I DFM
What is Cogence?
Discretionary Fund Management | Masterclass
* London City Studio
Events
Companies
People
Most Watched
Terms
New York City Studio
LinkedIn
Twitter
Search
Search
My CPD Sign in
MAIN NAVIGATION (LIGHT)
* Channels
* *
Featured
*
Programmes
*
Topics
*
All Companies
* * * 10X
* ASHBURTON INVESTMENTS
* CFA SOCIETY SOUTH AFRICA
* COGENCE
* DISCOVERY INVEST
* FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA
* FRANKLIN TEMPLETON
* GEPF
* GLACIER BY SANLAM
* INSTITUTE OF RETIREMENT FUNDS AFRICA
* LATEST
* M&G INVESTMENTS SOUTHERN AFRICA
* MASTERCLASS
* MOMENTUM INVESTMENTS
* NEDGROUP INVESTMENTS
* OLD MUTUAL INVESTMENT GROUP
* OLD MUTUAL WEALTH MANAGEMENT
* OUTLOOK 2024
* ROUNDTABLE
* S&P DOW JONES INDICES
* SANLAM
* SANLAM INVESTMENTS
* SATRIX
* SCHRODER INVESTMENT MANAGEMENT
* STANLIB
* THE AI HUB
* * BOUTIQUES CONNECT
A platform that connects boutique owners, fostering collaboration,
networking and business growth opportunities.
* FUND FIT
* IN THE HOT SEAT
Engaging interviews, thought-provoking discussions, and content
featuring experts and from various fields.
* INSIGHTS
Insights provides valuable market analysis, expert interviews, and
educational content to help make informed decisions.
* MASTERCLASS
Asset TV’s flagship programme with world-class expert opinion and
specialist episodes covering the world of investment.
* ROUNDTABLE
Bringing together industry experts for dynamic discussions,
exploring current market trends and opportunities.
* THE INVESTMENT DEN
Thought-provoking discussions among leading investors, sharing
insights, trends and strategies.
* VERIFIED CPD
Ensures professionals stay current in their field, offering
credibility and up-to-date knowledge for career advancement.
* * COMMODITIES
* ETF SOUTH AFRICA
* FIXED INCOME
* MARKETS SOUTH AFRICA
* OFFSHORE
* WEALTHTECH
*
New & Featured
* THE AI HUB
The AI Hub is your curated platform for artificial intelligence in the
investment and wealth management industry.
* SANLAM
A UK-based multi-boutique asset management business offering you a
compelling suite of differentiated, specialist funds.
IN THE HOTSEAT I DFM
A panel of experts gives their investment insights and discusses various
topics including strategic asset allocation, multi-asset portfolios, and
offshore investments.
WHAT IS COGENCE?
Cogence marries the expertise of Discovery, whose behaviour-change
platform is the largest of its kind, and BlackRock, one of the world's
leading asset managers.
DISCRETIONARY FUND MANAGEMENT | MASTERCLASS
Discretionary Fund Management is a hot topic at the moment, so how do
these portfolios perform and how should fund managers adjust their
strategic asset allocation to higher inflation and interest rate
environments?
* Browse
* GLOSSARIES
*
Companies
*
People
*
Terms
* RESOURCES
*
Events
* SOCIAL MEDIA
*
LinkedIn
*
Twitter
* STUDIOS
*
London City Studio
*
New York City Studio
PROMOTED (LIGHT)
* Latest
* Insights
* Markets
* Institutional
* Masterclass
VERIFIED CPD
Follow
--------------------------------------------------------------------------------
0.5 Points 1 Point 1.5 Points 2+ Points
Latest 0.5 Points 1 Point 1.5 Points 2+ Points
0 of 37 minutes, 22 secondsVolume 0%
Press shift question mark to access a list of keyboard shortcuts
Keyboard ShortcutsEnabledDisabled
Play/PauseSPACE
Increase Volume↑
Decrease Volume↓
Seek Forward→
Seek Backward←
Captions On/Offc
Fullscreen/Exit Fullscreenf
Mute/Unmutem
Seek %0-9
0.5x1x1.25x1.5x2x
Auto270p1080p720p480p270p
Live
00:02
37:19
37:22
Chapters
UNMUTE
OUTLOOK 2024 I DFM PANEL
February 2, 2024 | 35m 22s | 0.5 points
Description Quiz
Description Quiz
LinkedIn Email
Show more
LEARNING: KNOWLEDGE
In this discussion, our host Joanne Baynham is joined by a panel of experts to
discuss Discretionary Fund Management Richo Venter - Head of Portfolio
Management, INN8 Invest • Rupert Giessing – Client Fund Manager, Equilibrium •
Liam Davis - Client CIO within the Multi Asset Strategies and Solutions team at
BlackRock
TAGS
Outlook 2024
0.5 Points
PEOPLE
Richo Venter
Rupert Giessing
Liam Davis
COMPANIES
INN8 INVEST
BLACKROCK SA
EQUILIBRIUM
EQUILIBRIUM BY MOMENTUM
OLD MUTUAL INVESTMENT GROUP
OUTLOOK 2024 I DFM PANEL - QUIZ
This Quiz has 5 Questions
1. Which company experienced favourable returns from local asset classes,
specifically in property and dividend-paying bonds, in the last quarter of 2023
from a portfolio construction perspective?*(This field is required)
a. INN8 Invest
b. Equilibrium
c. BlackRock
d. None of above
2. In the context of a lower-risk portfolio, Equilibrium strategically adjusted
its exposure to global bonds. They transitioned from a previous position of zero
overall exposure to approximately 5%, making this adjustment from a strategic
standpoint.*(This field is required)
a. False
b. True
3. In an unconstrained portfolio, which company manages a specific product for
clients featuring 60% offshore, 20% South African equities, and 20% South
African fixed interest, allowing for an increase in their offshore
exposure?*(This field is required)
a. BlackRock
b. Equilibrium
c. INN8 Invest
d. None of the above
4. From a global standpoint, utilizing passive managers is advantageous for this
company in their fixed income space.*(This field is required)
a. BlackRock
b. INN8 Invest
c. Equilibrium
d. None of the above
5. From a developed market perspective, which company maintains a 50/50
distribution between active and passive management in their portfolio?*(This
field is required)
a. INN8 Invest
b. BlackRock
c. Equilibrium
d. None of above
In order to access this quiz you need to provide the following information:
First Name Last Name Email address Company
You need to provide at least one CE Accreditation number:
CFP Number CIMA Number
This video has been approved and certified by the FPI as suitable for
'Verifiable CPD' .
Therefore, having viewed the video, please complete the quiz to ensure it is
classed as 'Verifiable CPD'.
Unfortunately you have not passed on this attempt.
OUTLOOK 2024 I DFM PANEL - QUIZ
Congratulations, your CPD will now be classified as 'Verified' in your MY CPD
record.
RECOMMENDED CONTENT
36:03
OUTLOOK 2024 I GLOBAL MULTI-ASSET PANEL
Actions
Latest
33:56
OUTLOOK 2024 I OPTIMAL INVESTMENT STRATEGY EXCLUDING OFFSHORE
Actions
Latest
09:15
OUTLOOK 2024 I THE IMPORTANCE OF COLLABORATE INVESTMENT MODEL
Actions
Latest
42:04
OUTLOOK 2024 I ESG PANEL
Actions
Latest
18:42
OUTLOOK 2024 I PRIVATE DEBT INTERVIEW
Actions
Latest
15:22
OUTLOOK 2024 I EXPERT INTERVIEW WITH DIPAK PATEL
Actions
Latest
46:42
OUTLOOK 2024 I OFFSHORE INVESTING PANEL
Actions
Latest
37:47
OUTLOOK 2024 I CLIMATE CHANGE AND JUST TRANSITIONING PANEL
Actions
Latest
36:05
OUTLOOK 2024 I GLOBAL EQUITIES PANEL
Actions
Latest
42:27
OUTLOOK 2024 I GLOBAL AND LOCAL ECONOMIST PANEL
Actions
Latest
35:43
OUTLOOK 2024 I INDEXATION PANEL
Actions
Latest
44:43
OUTLOOK 2024 I EMERGING MARKETS PANEL
Actions
Latest
* Load more
FOOTER
Asset TV is the free global video research platform for investment
professionals, trusted by over 600,000 people worldwide.
LinkedIn
X.com
© Asset TV 2024 | Asset TV is part of Think Digital Group
* About
* Contact
* Support
* Terms and Conditions
* Privacy Policy