Name
DFM Ratings session
Date & Time
Thursday, September 7, 2023, 3:20 PM - 3:50 PM
Andy Parsons Fraser Donaldson Mike Turner
Description

DFM Ratings session.

A panel discussion with Defaqto's Investment Consultants Fraser Donaldson and Mike Turner.

A focus on why Defaqto leads the way in the collection and analysis of DFM data. Providing insight into the depth and breadth of DFM data available, the statistics around the various ratings including: number of portfolios analysed, the process, the calculations, as well as the all encompassing Consumer Duty work being undertaken around these propositions.

Audience participation is actively encouraged in this session, so lots of opportunities to contribute and ask questions of the panel.