FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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10% of new DFM money in past year
Letter to CEOs
To be implemented on five UK funds next month
0.96% all-in fee
Dropped to 2.5% in March
Voted against 37 board chairs in 2017 on poor diversity
Average fund holding period down 40% in 10 years
Letters to 35 companies
Offers fund selection and asset allocation
Response to regulation and group development
19 April 2018
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2 min read
