INDEXATION ≠ PASSIVE

INDEXATION ≠ PASSIVE

This article was originally published in the Q2 2022 edition of  Blue Chip Journal. The discussion around passive versus active is an ever-evolving debate that for some has come to the point of “agree to disagree”. Unfortunately, many market participants see all...
RISKY BUSINESS

RISKY BUSINESS

This article was originally published in the May 2022 edition of MoneyMarketing. Most of the benefits a Discretionary Fund Manager (DFM) affords advisers are well known and well documented – from a dedicated investment team running clients’ investments through to the...
SAME, SAME BUT DIFFERENT…

SAME, SAME BUT DIFFERENT…

This article was originally published in the April 2021 edition of MoneyMarketing. DFMs or DIMs (now also known as DI/FMs) should not be considered as FSPs that are shrouded in some form of unknown mystery!  They are quite simply Investment Managers, also known as...