Defaqto CPD - DFM market update - what good looks like

Presented by

Fraser Donaldson, Insight Consultant, Defaqto

About this talk

Defaqto DFM market overview - what good looks like Learning objectives •To understand the different elements of good due diligence and how they might fit together •To understand the different layers of a DFM proposition and what due diligence is required to build up a picture of ‘what good looks like’ •To understand the pitfalls in relying on portfolio names •To understand why performance is important when considering risk •To understand what is meant by ESG and what should be taken in to account when considering a portfolio or range of portfolios.

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Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.