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Evan Gilbert

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Evan Gilbert is an Associate Professor at the USB, a Research Analyst at Momentum Investment and a Consultant. Professor Evan Gilbert joined the Momentum Outcomes Based Solutions team in 2015 where he is currently a Portfolio Manager responsible for the Target Range of portfolios.
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Annual shareholders meetings need a shake-up

Protected: Annual shareholder meetings need a shake-up, but how? 

Shareholder meetings are often uninspiring but they are essential for shareholder democracy. We consider how they could be revamped to better serve the needs of all stakeholders write Tim Goodman, Schroders.
Kobus Kleyn Column Image

Social media in financial planning

Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth.
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The power of incentives

Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech" The psychology of human misjudgment".
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