how we invest

DFS provides strategic and tactical advice to our clients, encompassing both DFS managed and clients’ direct investments.

For client’s core holdings, DFS Advisers subscribe to the DFS Models which are maintained by the specialist arm of DFS – DFS Portfolio Solutions.

Its investment approach is based on :

  • Asset Allocation at a strategic level with an option of tactical overlays
  • Thorough analysis of specialist asset class managers
    • High focus on evidence based assessment of manager performance
    • Application of a rigorous multi-factor model to assess the quality of risk adjusted performance of money managers as an initial filter
    • Short list of managers are then subject to a comprehensive qualitative research process
    • Appointment of managers is based on forward looking considerations which are regularly monitored
    • Investment team is made up of highly experienced and dedicated professionals, including independent consultants
  • Comprehensive risk and return analysis is applied with a focus on risk management and relative value approach for capital preservation
  • Ability to tailor portfolios and models to suit a clients income needs and/or appetite for risk and volatility

Click here to read more about investing - DFSPS

Access to a dedicated specialist Investment Team and rigorously maintained DFS Models.