Defaqto’s highest ratings are the icing on the cake

By Dave Chessell

Go to the profile of PortfolioMetrix
Dec 06, 2019
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It’s been quite a year so far at PortfolioMetrix. Not only have we picked up some more awards, we’ve just received the highest possible rating from Defaqto: 5 Stars for DFM MPS on Platform and 5 Diamonds in a new DFM MPS Platform (Portfolio) Family category.

This is the first time the business has been subjected to the scrutiny of the Defaqto process, which involves more than 60 experts independently researching and analysing more than 43,000 financial products, funds and fund families.

Quality and performance

In its wealth category, a Star rating indicates the quality and comprehensiveness of the proposition, while a Diamond rating, a new category introduced in February 2019, marks the performance and competitiveness of funds and fund families in key areas such as cost, scale, accessibility and numerous other data points.

Unbiased and based on facts

The fact we’ve scored the maximum ratings in both categories is testament to the hard work and dedication of the team. Being at the helm of the distribution process, people are used to me waxing lyrical about how special the PortfolioMetrix business is and our award success over the last few years has certainly help give credence to my claims. However, while the awards are fantastic to receive, these Defaqto ratings really do put us on the map because the Defaqto process is unbiased and firmly based on facts, not opinion.

If you’d like to find out more about the Defaqto Star and Diamond ratings, they are available to view on the available to view via Defaqto Engage for financial advisers.

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PortfolioMetrix

PortfolioMetrix are a multi-award winning, innovative investment manager that provides independent financial advisers with an alternative way to access discretionary investment management for their clients. Our proposition comes at a competitive price and doesn’t compromise the adviser/client relationship. The London winner of the Citywire Wealth Manager Regional Stars award for two consecutive years, voted the WM Small Business of the year, in association with ARC 2018 and, in 2019, have received the accolade of PA Discretionary Manager of the Year. Our proposition offers the convenience of online model portfolios yet delivers customised portfolios, tailored to individual client requirements. Investment performance has demonstrated consistent and reliable risk and return separation of portfolios that doesn’t undermine the financial planning process. This is achieved through our academically-robust, risk-based investment approach. WealthExplorer™ is integral to the PortfolioMetrix customised service. A proprietary owned and designed software system, WealthExplorer™, is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship and ultimately delivers better client outcomes, when utilised by financial advisers.

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