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DFM I Masterclass I Nov 2023
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Learning: Knowledge
Joanne Baynham is accompanied by three industry-leading Discretionary Fund Managers (DFMs) who will illuminate the extensive array of services provided by DFMs. These services encompass strategic asset allocation to continuous portfolio rebalancing.
The discussion delves into the incorporation of passive funds within their DFM strategy, emphasizing their role in constructing well-diversified and cost-efficient investment portfolios. Additionally, the conversation touches upon the pivotal aspect of the DFM offering – the ability to generate returns surpassing a benchmark.
▪ Florbela Yates – Head of Equilibrium
▪ Roland Grabe – Head of Discretionary Fund Management, Old Mutual Wealth
▪ Rafiq Taylor – Head of Implemented Consulting, Glacier Invest
