Florbela Yates, Head: Momentum Investment Consulting talks about Momentum’s 2020 vision for discretionary fund managers in South Africa.
Discretionary Fund Managers (DFMs) have evolved enormously over the past few years. I still recall the old “wrap funds” which unfortunately referred layers of fees and any sub-par funds less obvious. The DFM offerings of today are a lot more robust. They typically offer clients the choice of using model portfolios, fund of funds or even personal share portfolios. (more…)
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