in the room
In the Room
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.
Head of Strategic Accounts
Stephen is a business development specialist with over 11 years’ experience in the asset management and platform industry. Stephen’s focus is all aspects involved in forging long-lasting relationships with strategic partners, more specifically the Discretionary Fund Managers and large Key Accounts, who are influential partners in our industry and are important stakeholders for the future proposition of INN8.
He was previously the head of Marketing and Business Development at STANLIB, where he was responsible for the Standard Bank relationship. Stephen obtained his Bachelor of Commerce from Rhodes University, and his Honours in Financial Analysis and Portfolio Management from the University of Cape Town.
Morningstar South Africa
Victoria Reuvers is responsible for leading the business and leveraging Morningstar’s global investment capabilities to provide best-practice investment management for clients. Her career at Morningstar began with the formation of the South African Investment Management business in February 2015 where she was a senior portfolio manager. She was responsible for leading the South African investment team and building portfolios to deliver better investment outcomes to Morningstar clients. Victoria began her career at Standard Corporate and Merchant Bank and has 18 years’ experience in the financial services industry. She holds a bachelor’s degree in finance from the University of Cape Town.
Business Development Manager
Morningstar South Africa
Debra Slabber joined Morningstar Investment Management South Africa in January 2020 as a business development manager. She is responsible for the implementation and maintenance of a business development strategy across the investment management business in South Africa. Debra has been involved as a lecturer for MBA students at Milpark Business School. She holds a BCom, with a major in investment management, and a BCom (Hons) in financial management from the University of Pretoria. She is a Chartered Financial Analyst (CFA®) and has 11 years’ experience in the financial services industry.
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