South African DFM Lite Survey

R 1 750.00 (VAT excl)*

The Lite version is only available to registered financial advisors. Corporates can contact

The 65 page survey, available as a high res PDF download, covers a diverse range of industry insights, including;

  1. Snapshots and infographics on the size of the industry, the allocation to investment strategies, the means of solution implementation, annual growth as well as performance and pricing of solutions.

  2. Snapshots and infographics on each participant, including strategic imperatives, top 3 investment strategies/themes, platforms on which these solutions are available.

  3. The survey contains a comprehensive range of other details of each DFMs business, including:

  4. Description of the business including shareholder structures.

  5. Ratings by rating agencies as well as BEE scorecards.

  6. Detailed information on portfolio construction process and the manner in which they conduct fund manager research and the criteria applied.

  7. Details of appointment and termination processes for fund managers.

  8. Full details on the investment committee.

  9. Assets under advice by model portfolios/own CIS funds and third-party funds.

  10. Details of registered CIS funds including benchmarks and performance targets.

  11. Performance and risk metrics on a 1, 3 and 5 year basis for model portfolios and own CIS funds.

  12. Pricing structures and Total Investment Charges (TICs).

  13. Service and value proposition to financial advisers.

* By clicking "Order Now" you are agreeing to the following terms and conditions;

In ordering this document, I certify that I am doing so in my capacity as a financial adviser and that this document is for my own personal use only. I am not permitted to share this document  in any way whatsoever with any other person without the express permission of The Collaborative Exchange. The South African DFM Survey is the proprietary property of The Collaborative Exchange (Pty) Ltd and all source information, databases and graphics contained in the document and trademarks, logos contained therein are owned or controlled by us and are protected by copyrights and trademark laws and various other intellectual property rights and unfair competition laws of South Africa, foreign jurisdictions and international conventions.