Fundhouse Insights Latest Articles

6
Oct
2015

Succession planning – maintaining your independence may be more valuable than you th...

Succession is a key issue for independent financial advisers. Without a sound succession plan it is very difficult to build real value in your business. Probably more importantly, your ...
29
Sep
2015

The power of effective communication

Coming soon
29
Sep
2015

What does a Fundhouse rating actually mean?

We have been researching and analysing funds globally for 7 years now and have rated over 150 local and 250 offshore funds. Advisers ask us many questions around our ratings including ...
28
Sep
2015

The Ongoing Crisis of Advisor Differentiation: Once-Unique Value Propositions Are Now Advi...

The importance of a well-defined value proposition is something that we often stress on our Practice Development Programme, as knowing what value your business offers clients will help ...
21
Sep
2015

A Tailored Communication Strategy – One Way to Counter the Robo-Advisor Threat

In a recent series of discussion forums with financial advisers, we looked at the potential impact of on advisers of the growing phenomenon of Robo-Advisors. Whilst this is still a ...
8
Sep
2015

Why does business structure matter?

Clients will often comment that it is obvious that our fund research should focus on the Investment Team, the Investment Approach and Past Investment Actions. However, they will, at ...
21
Aug
2015

Dealing with the behaviour of the Rand

The volatile nature of the Rand often leaves financial planners trying to pick the best time to invest offshore, however Peter Foster explains why it is more important for financial ...
3
Jul
2015

Internal Succession – the appeal and the challenges it presents

In a recent survey of 314 IFAs in SA by Insight Discovery, 64% of the IFA respondents were over the age of 50, and a further 20% were over the age of 40. Put another way, only 16% of ...
21
Jun
2015

The Moment of Truth: How Do Fund Ratings Agencies Respond to High Yield Bond Liquidity?

In this article, we suggest that funds that have wide ranging investment choices like strategic bond funds and multi asset income funds may well be sitting on some illiquid high yield ...
29
May
2015

Bonds: Does Team Size Matter?

We think that team size is a factor when it comes to managing bonds. Many fund managers get away with small bond teams, for reasons we do not fully understand. Take the SA Multi-Asset ...
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