Don’t Believe The DFM Hype

I wrote this piece for the FTAdviser last week. The latest research by Asset Risk Consultants is an indictment on the value of discretionary fund managers (DFMs). According to the report, during the past three years the majority of private client discretionary portfolios have failed to match the risk-adjusted returns available from a simple passive strategy. […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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