FUNDHOUSE INSIGHTS

From time to time we publish opinions on the financial services industry. Our experience across locations and client types allows us to often uncover concepts and ideas that can be potentially game changing for clients who are strategically minded. A selection of these articles are found below.

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INVESTMENT MANAGER RESEARCH SERIES
INTRODUCTION

Why are successful investment approaches not copied and competed out the market? Why do most active asset managers underperform the index? And why is long term out performance reserved for the select few? Over the next few months, we will be hoping to explain these oddities in a series of commentaries, each focusing on a separate cause.

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Collateral Damage

Financial service providers are in a crisis of trust. The credit crunch helped clients uncover that the large global banks have been more interested in gambling with their deposits than safeguarding them. Life companies, too, have exploited their custodial position by persisting with business models that erode client wealth, whilst upholding their own. Asset managers are also culpable...

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DERANKING OF ASSET MANAGEMENT

Our previous article highlighted some changes in the UK savings industry which we suggest may take hold in South Africa. It focused on the bifurcation of distribution (sales and advice) from asset management, due in large part to structural conflicts of interest between the two. In this article we focus on what it means for asset managers to be
truly disintermediated from the client by an increasingly sophisticated, independent and globalised advice industry.

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A Life worth ChanginG

We have recently spent a great deal of time researching the UK and European savings and investment industries. It has been a particularly interesting time due to some fairly fast moving structural shifts which are truly game changing for many of the industry participants. Our expectation is that South Africa will probably follow suit, as it so often does. One such trend has been particularly negative for life companies and their in-house asset managers and is highly relevant to the South African industry.

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