14 Jun 2020
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.
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.
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.
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.
Just click below and you’ll see much more from six leading DFMs – Brewin Dolphin, Cazenove Capital, Quilter Cheviot, Rathbones, 7IM and Waverton.