Business Talk – PSG’s Wendy Myers on the impact of corporate actions on your portfolio

 ·25 Mar 2024

In this Business Talk with Michael Avery interview, PSG Head of Securities Wendy Myers explains how corporate actions can impact your portfolio.

Myers is a qualified Chartered Accountant with over 20 years of experience in finance and investing.

She began her financial career in 2004 as a Global Markets Finance Business Partner for Rand Merchant Bank.

Myers held this position for over eleven years before being appointed COO of FNB Stockbroking and Portfolio Management for Ashburton Investments in 2015.

She was then appointed COO of FNB Wealth and Investments in 2017, before assuming her current role at PSG Wealth in 2021.

Myers has also held several other important roles in major financial organisations, including being a member of the South African Institute of Stockbrokers since 2000.

The interview

Myers begins this interview by explaining how investors should calculate their investment returns in the context of a long-term investing strategy.

She then unpacks the difference between measuring portfolio performance based on dividends received and corporate actions – as these two factors can impact your portfolio in different ways.

Myers then expands upon corporate actions, including how they impact investors’ tax liability.

She concludes the interview by explaining how a financial advisor can help you navigate the implications of corporate actions on your portfolio.

Watch the full interview with Wendy Myers below.

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