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