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Rob Macdonald

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Rob Macdonald is Head of Strategic Advisory Services at Fundhouse. Rob has held several senior executive positions in the investment industry. His primary areas of focus at Fundhouse are on Adviser Consulting and Adviser Programmes. Rob has written and spoken widely on a range of topics related to leadership, coaching, investments, practice management and financial planning. More insights from Fundhouse here.
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Ignore asset allocation at your peril

In their seminal piece titled Determinants of Portfolio Performance (1986), Brinson, Hood and Beebower set out to explain the variance of portfolio returns by deconstructing the quarterly returns of 91 large US pension plans over the period 1974 to 1983 into asset allocation and security selection decisions.

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries.

Bateleur Capital

Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004.

Responsible Investing and Investment Merit

WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.

Pleasant with intervals of clouds and sunshine

For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability?
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