Brought to you by Financial Planning Institute of Southern Africa
14 March 2023
Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.

DFM Round Table Discussion


Lead Features

Featured

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....

Events

HUM South Africa 2026 – SHOW 18

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

Hedge Funds

Bateleur Capital

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

Events

Responsible Investing and Investment Merit

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


Thought Leaders

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. ...

Latest Ebook


Investment

Ignore asset allocation at your peril

 

HUM South Africa 2026 – SHOW 18

 

Bateleur Capital

 

Responsible Investing and Investment Merit

 

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