NEWS AND INSIGHTS

Feature Article
March 2022

Partnering with a DFM: 6 Myths busted!

When engaging with advisors, we regularly encounter the following myths regarding partnering with a DFM – and we would like to set the record straight.

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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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Media

Deciphering Cryptoassets

Deciphering Cryptoassets, providing an informed view point to questions on these potential investment opportunities.
This video content has been accredited for CPD points by the FPI
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