PSG Asset Management

Are valuations for the S&P 500 Index reasonable, or stretched? In this video, CIO John Gilchrist takes a closer look at the earnings that has been reported during a bumper reporting season. Watch the video here: https://bit.ly/4dtbbg8

In this video, Fund Manager Mikhail Motala positions our evolving views on SA Inc. shares. He explains why we have trimmed positions back across our equity-centric portfolios, even as we remain constructive on selected local opportunities. Listen to the full conversation here: https://lnkd.in/dvp58N5q 

Vacancy | Administrator | Constantia, Cape Town PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: 1. Cash Management & Reconciliations • Cash reconciliation functions: Perform daily cash and bank reconciliations, ensuring all balances and transactions are accurately matched and reconciled • Investigate, resolve, and escalate reconciliation breaks, cash discrepancies, and outstanding items within agreed timelines • Produce reconciliation reporting, monitor aged items, and support audit, regulatory, and governance requirements  • Identify process improvements and automation opportunities to enhance reconciliation efficiency, controls, and risk management 2. Middle Office & Operations • Trade settlement management on UT Funds • Minimisation of miss deals. Monitor trade execution, perform accuracy & completeness checks, investigate exceptions, and ensure timely resolution of breaks. • Capturing/Reviewing data into/on the system - Instrument setups • Accurate and in time processing - trade uploads, various trade types • Fund Manager Reporting – Ad hoc requests, Proxy Voting etc • Improving and reviewing existing processes. Identify efficiency opportunities, support system enhancements, document procedures, and contribute to automation initiatives that strengthen controls • Other operational tasks (Account opening, Due Diligence + Projects) • Attending to internal and external queries timeously • Demonstrate and understanding and awareness of TCF principles • Maintain internal/external relationships. Liaise with fund managers, custodians, administrators, pricing teams, and other internal stakeholders to resolve queries and ensure operational efficiency Minimum requirements: • Relevant qualification (relevant financial qualification)- BCom Finance, Economics, BAdmin degree • 3-5+ years’ relevant experience within financial services  • Experience working with banks, custodians, administrators, or investment management systems Candidates interested must apply here https://lnkd.in/ex_hu3dW by no later than 30 September 2026 OR browse vacancies here https://lnkd.in/dK4xniMd. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit https://lnkd.in/dRHGzWMt.

In the latest #PSGAnglesAndPerspectives, Fund Manager Marc Beckenstrater explores how the return of positive real yields is creating opportunities for active global fixed income investors. Read the full article here: https://shorturl.at/Qb6ru

We offer a range of local and global funds across the risk spectrum. Our latest fund fact sheets are available online. Click here to view them: https://bit.ly/3GQyb5z

In his recent Citywire South Africa interview, Fund Manager Dirk Jooste, CFA says energy and resources have traditionally been viewed as highly cyclical exposures but are now used differently. Read the full article here as he explains why we’re turning to old cyclicals for shelter from a new market regime. https://shorturl.at/I1Y9R

Capex cycles are nothing new, but the scale of the current artificial intelligence investment spree is making history. In this video, Fund Manager Dirk Jooste, CFA unpacks how we invest during times of market exuberance, and where we are finding opportunities. https://lnkd.in/djp_Qg-H

We look forward to this discussion where Head of Equities, Justin Floor, CFA, FASSA, will be taking part in the debate on stage. It is sure to be an engaging session, as it goes straight to heart of one of the key issues in multi-asset investing today.  #MICSA  

When a handful of shares are driving performance, it can be difficult for investors to find the motivation to buy anything else. However, this is probably the time when diversification becomes most valuable investor portfolios. In this video, CEO Lyle Sankar CA (SA), CFA shares his thoughts about maintaining investor discipline during periods of strong market performance. Watch here: https://bit.ly/4gqAscW