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Psigma Investment Management given Defaqto Gold and 5 Star Ratings for outstanding service and quality

 

  • Psigma Investment Management given Gold Defaqto DFM Service Rating
  • One of only seven Discretionary Fund Managers (DFMs) to have 5 Star Ratings in both Bespoke and MPS categories for nine consecutive years
  • Psigma is the only DFM to have all these ratings and received Defaqto Environmental, Social and Governance (ESG) reviews on its SRI solutions

In recognition of its commitment to providing advisers with an excellent range of investment solutions delivered with exceptional service, Psigma Investment Management has been given a Gold Defaqto DFM Service Rating for the first time, together with Defaqto 5 Star ratings in both the DFM Bespoke and DFM MPS Direct categories for the ninth year running (2013 to 2021 inclusive).

The Gold Rating is based on Defaqto’s adviser surveys; eligibility required a significant number of advisers to nominate Psigma as one of their preferred DFMs during the previous 12 months. Psigma was then evaluated across fourteen criteria, such as: ease of doing business; the quality of investment staff; the quality of administration staff; and the range of portfolio management options.

The Defaqto Star Ratings independently assess and analyse the key features and benefits of a DFM’s products, focusing on quality, transparency and ability to support better decision-making. In addition to the DFM Bespoke and DFM MPS Direct ratings, Psigma has also been given the 5 Star DFM MPS on Platform rating for the sixth year running (2016 to 2021 inclusive).

Psigma Investment Management is one of only six DFMs to have both the Gold Service Rating and three 5 Star Ratings. Moreover, Psigma is the only DFM to have all these ratings and received Defaqto Environmental, Social and Governance (ESG) reviews on its SRI solutions.

Pan Andreas, Head of Insight and Consulting (Funds and DFM) at Defaqto stated:

“In achieving a Gold Service Rating for 2021, Psigma is recognised as providing one of the highest standards of service for DFMs. Defaqto Service Ratings provide a simple and unbiased assessment of provider service by advisers themselves. Psigma’s Defaqto 5 Star Ratings for both DFM MPS and DFM Bespoke indicate that these are some of the most comprehensive offers on the market.”

Lee McDowell, Head of Business Development at Psigma Investment Manager said:

“The fact that Psigma has been given the Gold DFM Service Rating, together with the 5 Star Ratings (for the ninth year in a row), makes us very proud, and is particularly rewarding given the challenges of the past 12 months. We believe this demonstrates Psigma’s utter commitment to high-quality investment solutions and a level of service that is second to none for our clients and for their advisers.”

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