Multi-asset  

DFM vs multi-asset: Choosing the right outsourcing option

    CPD
    Approx.30min

    By

    David Cartwright is head of insight and consulting (wealth and protection) at Defaqto

    For more information on outsourcing, download Defaqto’s CPD-accredited guide to outsourced investment solutions. Financial advisers can also register for the firm’s exclusive DFM Conference 2014 on 6th March.

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    CPD
    Approx.30min

    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. Which of the following is NOT one the three broad options listed as a DFM outsourcing solution?

    2. What two elements are required for a DFM portfolio to fit the bill as a ‘managed’ solution?

    3. Which of the following is NOT listed as a ‘driver of preference’ for deciding between active and passive portfolios?

    4. With direct stock investment methodologies, investment risk is reduced due to managers avoiding underperforming securities.

    5. Why might a DFM’s claim to invest in derivatives not mean risk is reduced through the use of derivative overlays?

    6. Under what heading does the use of pure passive funds fall?

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