Defaqto introduces new fund ratings service
Defaqto has launched a new ratings scale to help advisers identify where managed funds sit in the market.
Defaqto
-
-
Discretionaries rated by defaqto star scheme
Defaqto has introduced star ratings for discretionaries offering bespoke and model portfolio service propositions.
-
outsourcing an admission of strength not weakness
Outsourcing to discretionary managers is not an easy decision to make but it is invariably the right one – for the end investor at least.
-
multi manager funds do not show well defaqto
Advisers looking to outsource investment decisions to a multi-manager fund in the lead up to RDR should choose carefully, as very few have managed to perform consistently since 2008.
-
rdr driving shift to dfms defaqto
As the implementation of RDR creeps closer two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey from Defaqto.
-
discretionaries ensure flexibility for rdr
Research from Defaqto points advisers towards those discretionary managers who can offer their clients access to flexible investment propositions.
-
PA ANALYSIS: RDR will need bigger brand awareness from wealth managers
Wealth managers need to build softer skills such as brand-building and communication as RDR looms.
