Fundhouse Insights Latest Articles

Independent Industry Research

8
May
2017

The Folly of Forecasting

We have evaluated well over 50 individual multi asset strategies in the past year. What seems to be quite consistent across many of them over long periods is the limited evidence for ...
12
Oct
2015

Three Steps To Modernise Your Marketing

We recently held some discussion sessions around the country with some of you on marketing and communication practices in and around your business. The feedback we got from the session ...
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 ...
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
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 ...
6
Feb
2015

Why we are monitoring Multi Asset Income Funds Closely – a UK perspective

As our subscribers know, we rate some Multi Asset Income Funds well. But, across the board, we have raised a concern with each of the managers of these funds. It is the income ...
8
Apr
2014

Fund Ratings: who rates us?

Fundhouse has been qualitatively evaluating and rating asset managers for institutional clients for many years, although only fairly recently for financial advisers and platforms. In ...
5
Mar
2014

Rating Asset Managers – Qualitative then Quantitative

The December 2013/January 2014 edition of InvestSA included an article by Rory Maguire on Rating fund managers
5
Jun
2013

Q&A: Investment Linked Life Annuities (ILLA) and Regulation 28

Our Q&A service provides you with the opportunity to pose difficult questions or to identify an issue that you would like us to research further. Our aim is to respond to questions ...
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