Experienced investment manager with 20+ years of proven results. Results-driven with can-do attitude; will add value to any investment firm by producing consistent above-average performance results for investment portfolios, exceeding client servicing expectations and presenting investment insights and recommendations to retail and/or institutional clients.Daniel Schoeman is currently CIO of the Analytics multi-manager funds of funds. He has more than 20 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.He was appointed as CIO: Analytics Multi-Manager in January 2016 and tasked with building a discretionary fund manager (DFM) capability for retail advisor clients with investable assets of less than R500 million.
Analytics (Pty) Ltd
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Cio - Analytics Multi-ManagerAnalytics (Pty) Ltd Jan 2016 - PresentCIO of the Analytics multi-manager funds of funds. Responsible and involved in all areas of multi-management, including economic research, tactical asset allocation, manager research, portfolio construction, risk management, performance attribution, portfolio monitoring and presentations to clients.Member of Investment Committees of some of the largest advisor networks, providing investment consulting services to these groups on an on-going basis.Developed various decision-support systems to aid in decision-making on multi-management issues for Analytics and major consulting clients.
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Portfolio ManagerAnalytics (Pty) Ltd Feb 2007 - Dec 2015Portfolio Manager for the range of risk-profiled retail multi-manager funds of funds at Analytics. Responsible and involved in all areas of multi-management, including economic research, tactical asset allocation, manager research, portfolio construction, risk management, performance attribution, portfolio monitoring and presentations to clients.Member of Investment Committees of some of the largest advisor networks, providing investment consulting services to these groups on an on-going basis.Developed various decision-support systems to aid in decision-making on multi-management issues for Analytics and major consulting clients.
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Head Of Specialised InvestmentsAdvantage Asset Managers Jan 2005 - Jan 2007BryanstonAppointed as Head of Specialised Investments team after the merger of Momentum MultiManagers and MCubed Asset Management to form Advantage Asset Managers. Responsible for assets totalling 17 billion of various segregated pension fund clients. Responsible and involved in all areas of multi-management, including economic research, manager research, portfolio construction, risk management, performance attribution and portfolio monitoring. -
Portfolio ManagerMomentum Multimanagers Feb 2003 - Dec 2004Portfolio Manager for pension funds of largest institutional client, Anglo American. Responsible for manager selection, portfolio construction, risk management, portfolio monitoring and presentations to various Anglo American pension fund trustees.
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Portfolio ManagerInvestment Solutions Nov 1999 - Jan 2003Initially appointed as Head of Quants to develop and apply innovative research methodologies in the areas of manager research, portfolio construction and risk management. After a year was appointed as Portfolio Manager for the Balanced Product range and then later also became Portfolio Manager of the Specialist Product range.
Daniel Schoeman, Cfa Skills
Daniel Schoeman, Cfa Education Details
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Fsb Regulatory ExamsFirst Level Regulatory Exams Re1, Re3 And Re5 -
Advanced Postgraduate Diploma In Financial Planning -
Postgraduate Diploma In Financial Planning -
Cfa InstituteCfa -
Econometrics -
Mathematical Statistics -
Mathematical Statistics -
Bachelor Of Science (B.Sc.)
Frequently Asked Questions about Daniel Schoeman, Cfa
What company does Daniel Schoeman, Cfa work for?
Daniel Schoeman, Cfa works for Analytics (Pty) Ltd
What is Daniel Schoeman, Cfa's role at the current company?
Daniel Schoeman, Cfa's current role is Chief Investment Officer - Analytics Multi-Manager at Analytics (Pty) Ltd.
What schools did Daniel Schoeman, Cfa attend?
Daniel Schoeman, Cfa attended Fsb Regulatory Exams, University Of The Free State/universiteit Van Die Vrystaat, University Of The Free State/universiteit Van Die Vrystaat, Cfa Institute, University Of Pretoria/universiteit Van Pretoria, University Of South Africa/universiteit Van Suid-Afrika, University Of Stellenbosch, University Of Stellenbosch.
What are some of Daniel Schoeman, Cfa's interests?
Daniel Schoeman, Cfa has interest in Investing, Rugby, Reading, Tennis, Golf, Gym.
What skills is Daniel Schoeman, Cfa known for?
Daniel Schoeman, Cfa has skills like Economic Research, Investment Management, Product Development, Portfolio Management, Risk Management, Mutual Funds, Quantitative Analytics, Wealth Management, Asset Allocation, Performance Attribution, Financial Modeling, Model Portfolios.
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