Psigma Investment Management
Psigma Discretionary Solutions Achieve Defaqto 5 Star Ratings For A Seventh Consecutive Year
One of only seven DFMs to have 5 Stars in both Bespoke and MPS categories for seven years.
Only seven discretionary management firms, with propositions in both the DFM Bespoke and DFM MPS Direct categories, have seen both offerings achieve 5 Star Ratings for seven consecutive years (2013 to 2019 inclusive). Psigma is one of these DFMs.
The Defaqto Star Ratings process independently assesses and analyses the key features and benefits of DFM’s products focusing on their quality to support better decision-making. In receiving the highest level of rating, Psigma continues to demonstrate their commitment to the adviser market through providing transparent investment solutions and a high level, of personal service.
In a market place which has grown significantly in terms of available propositions, over the past five years, as is the case with DFM, our Star Ratings are important tools in categorising discretionary propositions and assessing their quality within each respective peer group.
We are pleased that Psigma Investment Management have been given 5 Star Ratings for their Bespoke and Managed Portfolio Service discretionary solutions in 2019. Our ratings are independent and unbiased so this accolade shows their commitment to proposition quality and flexibility.
Pan Andreas, Head of Insight & Consulting (Funds & DFM) at Defaqto
I am delighted Psigma has been awarded the highest accolade, 5 Star Ratings from Defaqto for our three multi-asset investment solutions. Furthermore to have this quality mark awarded over seven consecutive years for Bespoke and MPS demonstrates the efforts we take to stay ahead of developments and maintain a high quality proposition for our clients and for their advisers. This recognition further supports our growth plans and our commitment to be a leading Discretionary Manager providing a personal and high quality proposition.
Frank McGarry, Director of Business Development and Marketing at Psigma Investment Management
About Psigma Investment Management
Psigma Investment Management is a privately owned Discretionary Fund Manager (DFM) offering investment solutions to private clients, charities, trusts and pension schemes. Launched in 2002 we now have £3.10bn of assets under control (as at 31st March 2019).
Psigma is dedicated to inflation-plus investing, a philosophy that grows and protects the real value of our clients’ assets. Using dynamic asset allocation and being early adopters of a multi-asset approach, we provide investment portfolios that are constructed to deliver a return above inflation.
Psigma is part of the Punter Southall Group of companies.
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About Defaqto Star Ratings
Defaqto is a financial information business, helping financial institutions and consumers make better informed decisions.
Our independent fund and product information helps banks, insurers and fund managers with designing and promoting their propositions. We analyse around 41,000 financial products in the UK, of which just over 10,000 are Star rated.
The company’s expertise has been developed as a result of more than 22 years of experience in financial data collection and analysis.
Our experts impartially identify the key attributes that make up a financial product and rate them on a scale of 1 to 5.
Our independent, unbiased experts have done all the hard work so that financial institutions and consumers can make better informed decisions.
The DFM Star Ratings assess discretionary fund managers across a wide range of aspects to provide an independent verification of the depth and flexibility of what each proposition offers. To achieve the highest level of rating, as Psigma’s propositions have done, providers need to demonstrate a commitment to the adviser market and produce service terms with a strong degree of flexibility, transparency and a high level of personal and online service.