Global economic and demographic indicators have strong, systematic effects on fund performance. DFM have performed economic modelling analysis over the past 20 years, and have developed a proprietary economic model that has delivered robust and accurate forecasts over a number of economic cycles.
Our wealth management clients use DFM’s economic modelling services to:
A leading Wealth Manager licensed our economic model to predict asset class risks as the UK moved around the economic cycle. Their independent analysis of our model revealed an accuracy rate of over 98%. This enabled them to make intelligent and appropriate asset allocation decisions, which resulted in all of their funds delivering against their investment objectives.
“One of the basic objectives of goal-based financial planning is to give the client an understanding of how likely they may be (based on fair assumptions) to achieve their investment goals. The cyclical nature of markets and economies is central to this. The cyclicality of DFM’s model, using proprietary economic forecasting, is a unique selling point for our business. This will help us meet our stated mission to be “market leaders in goal-based financial planning”.
Rick Eling
Senior Client Fund Manager, SanlamFOUR
