Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Quarterly market and economic update - Q2 2023
05 April 2023
The quarterly update produced by Defaqto which covers UK and global financial markets.
Quarterly market and economic update - Q1 2023
03 January 2023
The quarterly update produced by Defaqto which covers UK and global financial markets.
Quarterly market and economic update - Q4 2022
05 October 2022
The quarterly update produced by Defaqto which covers UK and global financial markets.
Quarterly market and economic update - Q3 2022
01 August 2022
This is the first addition of a document produced by Defaqto and it covers financial markets, in particular the performance of various key asset classes over the last few months, along with the current global economic backdrop.
How to apply ESG preferences in Defaqto Engage
03 March 2022
We have recently covered the introduction of the ESG Questionnaire, which is now available in Engage to help assess a clients’ ESG preferences. Once captured, the questionnaire responses can be used as the basis of identifying suitable investments, by applying the corresponding ESG filters during the fund research process.