With the outsourcing of investment management to third-parties on the increase, it’s more important than ever to demonstrate suitability and to be able to justify the use of one discretionary fund manager over another.
At Aberdeen Standard Capital, we are delighted to be recognised by a number of third party organisations who provide reporting and reviews on our discretionary investment service.
The four cornerstones
Successful discretionary fund management (DFM) due diligence can help advisers demonstrate a consistent and repeatable method of due diligence and will enable them to create a shortlist of appropriate DFMs for client recommendation.
We believe that due diligence of DFMs should focus on the following four key areas.
You can find independent, third-party evaluations of each.
Range of services available
Analysis by Defaqto
Recognition by Asset Risk Consultants (ARC)
Back office systems and controls
Assessment report by threesixty
Report by AKG Financial Analytic
‘Aberdeen Standard Capital Limited
The financial strength of ASC is closely linked to that of the wider SLA group. The group has transformed itself over recent years into one of the world's biggest investment companies, with ASI a key segment within this evolving proposition, and ASC a contributing component 'thereof'.
AKG Financial Analytic
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We’ve also developed our Managed Portfolio Service Risk Mapping report, designed to help advisers select the Managed Portfolio Service strategy that is most appropriate to their clients’ risk profiles.
'The AKG rating provides an assessment of the financial strength of a business. AKG assesses financial strength using a consistent methodology and objective measures and focuses on the ability of a business to deliver ongoing operational capability in the interest of its clients. AKG’s analysis is specifically designed to inform financial advisers and assist in their required understanding of a business’ operational financial strength. This is important from a customer perspective as the business needs to survive to continue to perform the investment service for which it was employed. The AKG assessment of Aberdeen Standard Capital Limited resulted in a financial strength rating of B+, very strong.'
AKG Financial Analytics Ltd
'We are proud of what we do and the way we do it, so we are pleased when the industry recognises us. We are focused on providing the best possible investment outcomes for our clients and we are in the unique position of being able to combine our portfolio management expertise with analysis generated by the broader asset management team of Standard Life Aberdeen group.'
CEO Aberdeen Standard Capital
Investment Week Sustainable & ESG Investment Awards 2019 – Best ESG Wealth Manager / DFM Group
PAM Awards 2019 Winner: Sustainable Investment Solution
2020 Defaqto 5 star rating for Aberdeen Standard Capital's Managed Portfolio Servicewww.defaqto.com
The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that Aberdeen Standard Capital has committed to ARC's Investment Manager Research Programme.*
AKG Financial Strength Rating Very Strong, B+
*Aberdeen Standard Capital has provided ARC with all the necessary information and fulfilled ARC's 3D Criteria to complete the due diligence programme. The Criteria are satisfactory completion and maintenance of ARC's Due Diligence Questionnaire; provision of real client performance Data allowing ARC to observe the typical client experience; and a Demonstration of the quality of the people behind the investment philosophy and process. ARC's 3D Award is not a rating or an endorsement of the managers' suitability for a particular client, mandate, or introducer; instead it is a validation of Aberdeen Standard Capital's commitment to transparency.