BDM’s Fund Selection Process

The rise of the boutique investment manager has generated diversification opportunities for investors. However, boutique managers are lean operations of highly skilled and experienced technical specialists. They are more nimble and dynamic in their response to changing markets than their larger peers, yet the team are often too focussed on their knitting to get their products out to their potential investor-base. So investors may miss these opportunities.

BDM Direct seeks to identify boutique managers to bring to the Financial Advisery market, We seek managers that:

• Demonstrate well defined, rigorous and active processes;
• Have proven, stable management; and
• Offer a unique approach or perspective within their area of expertise.

Boutique managers that meet the BDM Direct criteria, and are supported by positive review from known and credible independent research houses, are then able to join the BDM Direct list. BDM Direct then supports these managers providing outsourced business development support via our Financial Adviser network.

For more information on BDM Direct’s Fund selection process please call on +61 3 9421 3964.