Fundhouse Insights Latest Articles

Manager 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 ...
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 ...
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