Fundhouse Insights Latest Articles

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 ...
28
May
2015

Why does a client need you rather than a Robo Adviser?

After reading last week's article by Mark Hurley who essentially said that Robo Advisers are not really a threat, you may have been lulled into a sense of comfort about Robo Advisers. ...
22
May
2015

Fear Not The Robo-Advisor

There has been a great deal of hoopla lately in the media about the "Rise of the Robo-Advisor," i.e., low-cost, online wealth management advice providers. Dozens of start-ups (i.e., ...
21
May
2015

Value vs Valuation: understanding the difference in investment approach

On face value, the terms 'Value' and 'Valuation' appear interchangeable. If a fund manager says they follow either one of these investment approaches, surely this means the same general ...
15
May
2015

Three Essential Factors for Making Change Happen in your Business

Whether driven by the prospect of RDR, or simply due to a desire to improve your business, making change happen is top of mind for many financial planners that we work with. But from ...
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