Why use a DFM

 

We appreciate that devoting sufficient time to your clients’ investments, both at the initial recommendation stage and in the ongoing monitoring of portfolios, is becoming increasingly difficult and time consuming. Investment advice can be complex and a portfolio of great investments is not necessarily the same as a great portfolio. There is a plethora of funds to choose from in the marketplace, as well as more complex investments which may not be available to the retail market. Research takes time and an extensive amount of resource. Working with a discretionary fund manager (DFM) can be an ideal solution for advisers who are looking to outsource the day-to-day asset allocation and fund selection decisions, allowing more time to focus on your clients’ financial planning requirements.