DFMi (offshore insurance products)


The Benefits


  • Global strategic asset allocation benchmarks and targets (Momentum)

  • Model portfolio construction (Newport)

  • Actively managed portfolio “Core” (Momentum)

  • “Satellite” fund research and selection (Newport)

  • Ongoing model portfolio monitoring and management (Newport)

  • Core and Satellite fund performance monitoring (Newport)

  • All portfolio dealing / switching (Newport)

  • Quarterly portfolio reporting via the NAV Global system (Newport)

  • Regular macroeconomic and investment market views (Momentum)