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.
