In this Business Talk with Michael Avery interview, PSG Head of Securities Wendy Myers explains how corporate actions can impact your portfolio.<\/p>\n\n\n\n
Myers is a qualified Chartered Accountant with over 20 years of experience in finance and investing.<\/p>\n\n\n\n
She began her financial career in 2004 as a Global Markets Finance Business Partner for Rand Merchant Bank.<\/p>\n\n\n\n
Myers held this position for over eleven years before being appointed COO of FNB Stockbroking and Portfolio Management for Ashburton Investments in 2015.<\/p>\n\n\n\n
She was then appointed COO of FNB Wealth and Investments in 2017, before assuming her current role at PSG Wealth in 2021.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
Myers begins this interview by explaining how investors should calculate their investment returns in the context of a long-term investing strategy.<\/p>\n\n\n\n
She then unpacks the difference between measuring portfolio performance based on dividends received and corporate actions \u2013 as these two factors can impact your portfolio in different ways.<\/p>\n\n\n\n
Myers then expands upon corporate actions, including how they impact investors\u2019 tax liability.<\/p>\n\n\n\n
She concludes the interview by explaining how a financial advisor can help you navigate the implications of corporate actions on your portfolio.<\/p>\n\n\n\n
Watch the full interview with Wendy Myers below.<\/p>\n\n\n\n