Discretionary Fund Manager (DFM) Case Studies
Independent portfolio monitoring & risk controls
A DFM firm faced shifting market dynamics and struggling portfolios. Using our Portfolio Monitors service we analysed every building block, identified hidden risk skews and modelled likely scenarios. We then recommended addressing the risk skews and implemented real-time controls so the Investment Manager could confidently move on from firefighting to more risk-aware management of their portfolios. Outcomes: 1. Restored control: Investment Managed regained clarity and confidence over portfolio construction 2. Improved performance: targeted adjustments materially improved returns 3. Ongoing framework: live monitoring and scenario briefs keep risks visible and manageable
Independent Investment Committee member
Another DFM run by ex multi-asset portfolio managers engaged us as an external sparring partner and Investment Committee member. Our deep quantitative screens complemented their team's own qualitative process, improving fund selection, aligning model portfolios and measuring consistency gaps across their house view. We also introduced multi-perspective risk management systems that allowed the client to review effectiveness of their hedging decisions. Outcomes: 1. Stronger governance: clearer alignment between fund universe and house view 2. Better selection: quantitative filter improved long term fund retention and performance 3. Proactive risk management: alerts enabled considered hedging and portfolio protection strategies