Fund Reviews launch in Defaqto Engage

21 August 2019

Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID.

Split into two parts, the extensive quantitative review includes Defaqto Risk and Diamond Ratings, performance reviews and analysis of the investment objective and asset allocation, as well as fund size, fees and yields.

Based on thorough Fund Manager Interviews, the qualitative section of the Defaqto Fund Review focuses on the fund’s philosophy, people and processes. Additional information is also provided on their research capability, the resources they have and how they manage risk.

To ensure the data held in the Fund Review is up to date, the quantitative data is reviewed every 6 months and the qualitative interviews are undertaken annually.

“At Defaqto we pride ourselves on providing accurate and up to date data to empower better informed financial decisions. The mix of both quantitative and qualitative data is invaluable in this area, which is why we’ve taken the time to ensure we produce a fund review that takes a more holistic look at collecting and presenting the data available,” Paul Tinkler,  Insight Development Manager, says.

“We’re working with more and more Fund Managers, and the number of Fund Reviews available in Engage is continuing to grow. Financial Advisers want and need to ensure they’re offering the most suitable solutions to their clients and Defaqto Fund Reviews give advisers instant access to relevant and reliable data in one place driving efficiencies within the research process,” he adds.

Would you like to learn more? Watch our webinar:

You might be also interested in other Insight articles.

Share this