Psigma Investment Management
Psigma Discretionary Solutions Achieve Defaqto 5 Star Ratings For An Eighth Consecutive Year
One of only seven Discretionary Fund Managers (DFMs) to have 5 Stars in both Bespoke and MPS categories for eight consecutive years.
2nd March 2020
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 eight consecutive years (2013 to 2020 inclusive). Psigma is one of these DFMs.
The Defaqto Star Ratings process independently assesses and analyses the key features and benefits of DFMs products, focusing on their quality to support better decision-making. In receiving the highest level of rating, Psigma continues to demonstrate its commitment to the adviser market through providing transparent investment solutions and a high level of personal service.
Pan Andreas, Head of Insight & Consulting (Funds & DFM) at Defaqto commented:
“In a marketplace which continues to grow in terms of available propositions, as is the case with DFM, our Star Ratings are important tools in categorizing discretionary propositions and assessing their quality within each respective peer group”.
“Psigma Investments have achieved 5 Star Ratings for their Bespoke and Managed Portfolio Service, discretionary solutions in 2020, an eighth rating year that this firm have achieved that status with their discretionary management services. Our ratings are independent and unbiased, so this accolade shows Psigma’s continuing commitment to proposition quality and flexibility.”
Lee McDowell, Head of Business Development at Psigma Investment Management said:
“The fact that Psigma has been awarded 5 Star Ratings from Defaqto for all three of our investment solutions analysed makes us very proud. Considering that this is our eighth year of being presented such prestigious awards, we believe this illustrates the efforts we take to stay ahead of developments and maintain a high quality proposition for our clients and for their advisers.”
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 £3.5bn of assets under control (as at 31st December 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.
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About Defaqto Star Ratings
Defaqto is a financial information business, helping financial institutions and consumers make better informed decisions.
Their independent fund and product information helps banks, insurers and fund managers with designing and promoting their propositions. We analyse more than 43,000 financial products in the UK, over 14,000 of which are Star rated.
The company’s expertise has been developed as a result of more than 25 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.