Managed Funds Selection
At Diamond Blue Financial Services, we work with numerous fund managers who are highly experienced and can provide you with options for highly researched funds that best meet your objectives. We conduct our own due diligence, as well as utilising Morningstar and other selected research houses to carefully select managed funds.
We recognise the importance of having adequate resources and procedures in place in order to ensure appropriate research and selection of investments. Diamond Blue subscribes to Professional Investment Services (“PIS”) which provides support to a network of privately owned Financial Advisors and Accounting firms. In addition, Diamond Blue utilises Morningstar Adviser Research to filter and research managed investments.
We employ strict trigger points across the managed funds we select for our clients. Meetings are conducted frequently with the funds management team and any managers that change their investment process are thoroughly reviewed and may be removed from the portfolio.