It’s a complex market out there and advisers are spending a lot of their time trying to find solutions that best match their clients’ needs.
The good news is that you don’t need to do all the hard work yourself.
Defaqto’s large team of in-house analysts has researched the whole market for each product category in great detail and produced Defaqto Ratings to help you understand and segment the market, and give you (and your clients) assurance about the product that you have chosen.
Defaqto Ratings are also available within our research software for advisers – Engage – enabling you to integrate them into your research process.
See instantly where a product or proposition sits in the market, based on the quality and comprehensiveness of the features and benefits it offers.
Defaqto independently rates the whole market across more than 80 areas – covering pensions, investments (including platforms and DFMs) and life and protection products in the professional advised space. We rate individual propositions, not the provider of the product.
To help advisers identify where funds and fund families sit in the market, Defaqto Diamond Ratings provide an independent rating based on fund performance, plus shape where applicable, and a range of other key fund attributes - including cost, scale, access and manager longevity.
Importantly, if you’re considering Risk Targeted or Risk Focused funds, a sensible way to start your review is by looking at fund families, not individual funds. We have addressed the complex research challenge in this area by uniquely featuring fund families in our Diamond Ratings. Diamond Ratings also assess individual funds.
How satisfied are your peers with the service they receive from their providers? Service Ratings assist advisers in choosing a provider partner that can live up to their expectations, based on advisers’ experience of working with the various providers.
Service Ratings help you segment the market and support your panel creation and partner due diligence process.