DFMi (offshore insurance products)
THE BENEFITS
The Benefits
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Global strategic asset allocation benchmarks and targets (Momentum)
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Model portfolio construction (Newport)
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Actively managed portfolio “Core” (Momentum)
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“Satellite” fund research and selection (Newport)
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Ongoing model portfolio monitoring and management (Newport)
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Core and Satellite fund performance monitoring (Newport)
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All portfolio dealing / switching (Newport)
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Quarterly portfolio reporting via the NAV Global system (Newport)
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Regular macroeconomic and investment market views (Momentum)