Defaqto CPD - How can a modern DFM meet the needs of the adviser market?
John Bellamy, Head of Adviser Solutions, Waverton Investment Management
About this talk
How can a modern DFM meet the needs of the adviser market?
To gain an understanding of how a DFM can construct a modern and efficient portfolio, including the use of derivatives to protect again inflation, increased volatility, falling markets and spreads widening.
To gain an understanding of how responsible investment fits within a centralised investment proposition.
To gain an understanding of the key drivers for portfolio performance during 2020.
Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions.
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