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Fundhouse

@FundhouseSA

Fundhouse provides fund research, ratings and portfolio construction advice to financial advisers and institutions.

 Cape Town, South Africa
fundhouse.co.za
Joined February 2015
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To DFM or not to DFM, that is the question @FundhouseSA bit.ly/2A9DeRZ
MoneyMarketing May 2020

MoneyMarketing May 2020

The May issue of MoneyMarketing looks at discretionary fund managers - and why advisers should use them, as well as the impact of COVID-19 on living annuities, plus all our regular informative and rel

issuu.com
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Behind the Marketing Message fundhouse.co.za/article/inde…
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Beauty is in the eye of the beholder fundhouse.co.za/article/inde…
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Is Cashflow Yield a Good Indicator of Future Returns? fundhouse.co.za/article/inde…
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Clarity Introduction fundhouse.co.za/article/inde…
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Portfolio Management and the Layers of Decision Making fundhouse.co.za/article/inde…
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Our Research Journey fundhouse.co.za/article/inde…
Our Research Journey

Our Research Journey

What happens when asset management experience mixes with a principled desire to support investors? Our fund research approach started with these two characteristics, and has grown to form the part of...

fundhouse.co.za
Business structures matter in asset management fundhouse.co.za/article/gene…
Business structures matter in asset management

Business structures matter in asset management

In a recent article in FT Adviser, Rory Maguire discusses how the business structures of asset management companies drive behaviours and affect client outcomes.

fundhouse.co.za
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Managing Director of Fundhouse UK, Rory Maguire chairing the panel discussion at the @Schroders investment conference in Edinburgh. @fundhouse
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Zuma’ exit – the end of an error, but is it the dawn of an ethical era? fundhouse.co.za/article/gene…
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Enron, KPMG…what can we learn about making ethical choices? (Part Three) fundhouse.co.za/article/gene…
Enron, KPMG…what can we learn about making ethical choices? (Part Three)

Enron, KPMG…what can we learn about making ethical choices? (Part Three)

In Part One of this article, we looked at Dan Ariely's work on how we all have the potential to act unethically, no matter how ethical we may think we are. The two key forces that impact on our...

fundhouse.co.za
Systematize, systematize, and when in doubt…systematize fundhouse.co.za/article/gene…
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How do you build value in your business, with certainty, in an uncertain world? fundhouse.co.za/article/gene…
How do you build value in your business, with certainty, in an uncertain world?

How do you build value in your business, with certainty, in an uncertain world?

As a business owner you would be irresponsible if you did not, on a regular basis, scan the future landscape and assess the likely opportunities and threats that your business faces. But in what...

fundhouse.co.za
The Business Benefits Of Transitioning From Commissions To Fee-Based Advisory Accounts fundhouse.co.za/article/gene…
The Business Benefits Of Transitioning From Commissions To Fee-Based Advisory Accounts

The Business Benefits Of Transitioning From Commissions To Fee-Based Advisory Accounts

Successful salespeople have always had a lot of opportunities to make money. The classic compensation for salespeople - commissions - provides in most industries a sizable payment for each deal or...

fundhouse.co.za
Meet the Investment Influencers: Rory Maguire of Fundhouse bit.ly/2eIWXvW

Meet the Investment Influencers: Rory Maguire of Fundhouse

In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Rory Maguire of Fundhouse.

investmentweek.co.uk
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Good luck to the Fundhouse UK team in the upcoming InvestmentWeek awards! xitter.gq/_iwevents/status/78330…
InvestmentWeekEvents (@_IWEvents) profile pictureInvestmentWeekEvents@_IWEvents4 Oct 2016
Good luck to...@martenandco @QuotedData @stonemountainuk @pascaldowling @fundhouse @SquareMileICR @LipperLeaders @JakeMoeller1 @Lipper_Alpha
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Ian Jones presenting at the Fundhouse - ASISA IFA development programme. Great session!
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ftadviser.com/2016/05/16/opi…
Fight instinct to back perennial winners

Fight instinct to back perennial winners

Which fund would you buy today, without knowing anything more about them? A top-quartile fund returning 30 per cent over three years, or a bottom-quartile fund that lost 10 per cent in the same...

ftadviser.com
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Fundhouse@fundhouse14 Mar 2016
Fundhouse's Rory Maguire chairing sessions with 750 IFAs. Robin Stoakley, Kevin Murphy, both great. @Schroders_UK
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The third Fundhouse Adviser Programme starts in May 2016. Visit our website for more information fundhouseadviser.co.za/servi…
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