Who should pay the DFM its fees?
Investors pay for the expertise of a Discretionary Fund Manager (DFM), but the fees are often offset by access to cost-saving strategies and discounted fee classes—ensuring that professional portfolio management remains a valuable investment. Learn more here.
Portfolios built for prosperity
Capital Internationals Group's collaborative approach enables them to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
How important is investment performance for a DFM?
As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
Should a financial planner use more than one DFM?
Most financial advisors in South Africa currently only use one discretionary fund manager (DFM), but some bigger practices have diversified their clients’ investments to...
Choosing the right DFM
There is a long list of factors to consider when choosing a Discretionary Fund Manager (DFM), but the most important factors are the experience...
Analytics
Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics.
What are the alternatives to using a DFM?
There are alternatives for advisors who don’t want to partner with a DFM, but each has its drawbacks. Find out more in the 2025 DFM Guide...
Why should a financial planner use a DFM?
Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios.
Research and transparency reigns supreme
Marius van der Merwe, a founding member and CEO of Amity Investment Solutions, explains the company's unique approach as a DFM.
What is a DFM actually?
The introductory article 'What is a DFM Actually' in Blue Chip's 2025 DFM Guide provides a comprehensive overview of how DFMs navigate complex investment strategies to deliver optimal portfolio solutions for financial advisors and their clients.
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