DFS Advisory, a financial advisory and investment consulting firm based in Melbourne, has launched its risk-based multi-manager portfolio service into the broader IFA market.
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DFS principal Stephen Romic said that the firm developed the portfolio through DFS Portfolio Solutions, after the global financial meltdown in 2009.
Romic commented: "We’re bringing our capabilities to market because many investors and advisers believe that their portfolios are being actively-managed in accordance with their risk tolerance but that’s not always true.
"Conventional portfolio management keeps the strategic asset allocation more or less constant and permits portfolio risk to vary irrespective of changing market conditions. In contrast, we change the asset allocation when we observe meaningful changes in market conditions to better stabilise portfolio risk. Better risk management improves portfolio outcomes and this is central to our investment process."
At present, the group offers two risk profile models, namely Alpha and Indexed. One is populated by active fund managers, while the other by passive managers.
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By GlobalDataThe two versions have been built to serve varied preferences and fee budgets.
