We're proud to present our DFM Academy...

14 Jun 2020

We're proud to present our DFM Academy...

Need support with your due diligence and selection process?  
Our new DFM Academy is the solution.

 

What is the DFM Academy? 

The DFM Academy has been developed in response to adviser demand for additional clarity in the selection and use of DFMs and complements our existing DFM rating introduced 3 years ago.


Why have we created the DFM Academy? 

At RSMR we pride ourselves on providing outstanding investment research. Fund ratings and research are at the heart of what we do, and with our new DFM Academy we’re placing a spotlight on Discretionary Fund Management.


As an adviser, what will you gain from accessing the DFM Academy? 

Our Academy is built on RSMR’s extensive experience in assessing funds using the skills and processes of our investment research team. We wanted to provide more than our DFM rating and have bolstered our proposition by adding decisive content to help advisers in their selection process. We’ve included a DFM Profile for all solutions within the Academy, supplementing the existing DFM factsheet, and we’ve provided topical news and ideas from the DFMs, as well as videos and events for advisers.

 
The RSMR approach 

We have a robust methodology for the evaluation of DFMs, applying a qualitative approach and looking in detail at how managers run the portfolios. Under a DFM umbrella, there can be multiple services from bespoke DFM portfolios to more generic solutions and where we’ve rated a DFM, we have assessed the whole proposition against our methodology.


How can you access the DFM Academy?  

Just click below and you’ll see much more from six leading DFMs – Brewin Dolphin, Cazenove Capital, Quilter Cheviot, Rathbones, 7IM and Waverton.


What are you waiting for?

Click here to explore the DFM Academy

 


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