Up to date
We carry out reviews of propositions every year and update qualitative and quantitative performance data every six months.
Get the full story
To truly understand the difference between investment propositions, you need to look at the bigger picture. Our investment reviews look at the people, processes and philosophy behind an investment solution to give you everything you need to know.
Use them to illuminate your own propositions with credible opinion from a trusted brand. Or to help find the right investments for your clients.
Rigorous methodology
- We review propositions annually via an in-depth asset manager interview that covers their philosophy, people and processes
- Information is complemented with a review of the asset manager’s research capability, the resources they have at their disposal and how they manage risk
- Quantitative and qualitative performance data is updated every six months
- We align the metrics in our reviews to the research available in Defaqto Engage, to give advisers complete consistency.
Suitable and compliant
- As our reviews go beyond the information available in fact sheets and Key Investor Information Documents (KIIDs), they’re a great way to engage with advisers…
- …and to communicate the value of a proposition to customers at the point of recommendation. All our reviews are available in Defaqto Engage, our financial planning software
- In fact, 87% of advisers find our ESG Reviews useful, and 89% our Fund Reviews*.
*Defaqto client research 2021
Independent, unbiased and comprehensive reviews of funds, MPS portfolios, investment trusts and ESG
In-depth
Our reviews use a mix of quantitative and qualitative data to deliver a well-rounded and detailed report. They also include our Risk, Diamond and Star Ratings where applicable.
Multi-use
They can be used on their own, or alongside other documents to communicate the value of a proposition.
Partnering with us
Working with Defaqto brings you more than just market-leading products and data. Our world-class service means you’ll also enjoy access to our expertise and ongoing support.
Our insight experts are always happy to discuss the product and industry landscape as it relates to your own business. While personalised training options for you and your staff are available to help you get the most out of our services.
What can we do for you?
Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.
