Model Portfolio Research
Hi Paraplanner Gang,
I was wondering if anyone could help with an issue we are having with Model Portfolio Research?
We are essentially looking for a shortlist of providers who offer both active and passive model portfolios - preferably the same amount of each( 5 each matching our risk ratings). The problem we are faced with is Defaqto does not produce an accurate list of passive funds making the actual shortlist void!
I have contacted Defaqto and they are aware of this issue but cannot offer a resolution - does anyone have any suggestions or alternative due diligence methods for Model Portfolios?
Many thanks in advance guys!