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South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients....
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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....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients....
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Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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