NEWS AND INSIGHTS

Feature Article
November 2020

How well does your DFM score – 60, 80 or 100%?

After completing a review of your financial practice and deciding that you need the support of a DFM, the next part of the process is to select the most appropriate DFM to partner with. We would recommend that you use a decision-support scoring system to evaluate the short-list of DFM candidates that covers the following five factors: Partner, People, Process, Performance and Pricing. Using a decision-support system will ensure that DFM candidates are treated on an equal-footing basis, that a consistent set of criteria is used to evaluate the DFM candidates and that the final choice of DFM is based on the best objective (as far as possible) aggregate score.

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Daniel Schoeman
Daniel Schoeman is currently CIO of the Analytics multi-manager funds of funds. He has more than 19 years investment and portfolio management experience, and has previously worked at three of the largest multi-managers in South Africa, first at Investment Solutions, then joined Momentum MultiManagers which later merged with MCubed to form Advantage Asset Managers.‍His main responsibilities include economic research, tactical asset allocation, investment manager research, portfolio construction, monitoring and risk management, system development and innovative investment research.‍He is also a member of Investment Committees of some of the largest advisor networks in South Africa, providing investment consulting services to these groups on an on-going basis.

Multi-Manager SummarIES

Our Multi-Manager Summaries provide Market, Asset Allocation and underlying Fund Managers insights.

Contents

  • Market Review
  • Review Of Underlying Managers
  • Investment Returns of Analytics Fund of Funds
  • Investment Returns of Underlying Managers and offshore indices
  • Top 10 Holdings of Fund of Funds
  • Asset Allocation of Fund of Funds
  • Economic Commentary
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MONTHLY NEWSLETTERS

Our Monthly Newsletters provide the latest Economic Overview and Market Commentary.

Global

The global economy is climbing out from the depths to which it had plummeted during the Great Lockdown in April.

South Africa

Finance Minister Tito Mboweni delivered the much-anticipated Medium Term Budget Policy Statement (MTBPS) at the end of October in what remains a very challenging economic environment both locally and around the globe.

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