SOUTH AFRICAN DFM SURVEY

INDEPENDENT INDUSTRY INSIGHTS

The first independent survey on the discretionary fund manager market in South Africa

The aim of this study is to provide an accurate source of information to enable advisers and asset managers to assess DFM’s appropriately. DFM’s differ markedly in SA and in fact, we would suggest that they are models apart.

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South Africa’s first independent survey of DFM's

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Details of portfolio construction process and research methodology

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Risk metrics and performance across multiple investment disciplines 

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Top fund manager holdings by investment strategy

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Financial advisor support services