Defaqto is an independent financial information business, helping financial institutions, financial advisers and consumers make better informed decisions. We are proud to offer a Defaqto Gold DFM Service, and Five Stars MPS Proposition. Further, our entire suite of Premier and ESG model portfolios are Defaqto risk-rated which enables us to provide a comprehensive offering to advisers.
We are a proud platinum partner with the Federation of European Independent Financial Advisers (FEIFA). FEIFA brings together providers such as DFMs, funds and life companies with European-based IFAs, providing them with the opportunity to gain valuable industry insight and knowledge from around the continent.
Our entire range of model portfolios are available via FE Transmission which enables IFAs to compare us against our competitors more efficiently. Advisers can request licences from us to run their own reports from FE thus providing a huge depth of service.
TAM is a proud member of the United Kingdom Sustainable Investment and Finance Association (UKSIF), who inform, influence and connect UK finance, policymakers and the public achieve a vision of a fair, inclusive and sustainable financial system that works for the benefit of society and the environment.
TAM is regularly involved in UKSIF's annual Good Money Week campaign, bringing together financial advisers, charities, faith communities, student groups and financial institutions to help grow and raise awareness of the benefits of ethical investment and finance. The campaign seeks to let everyone know, regardless of background or income, that they have sustainable and ethical options when it comes to their finances, so that we can all have a positive impact on the environment and society without sacrificing our wealth.
Clarity AI is a state-of-the-art sustainability assessment tool that aims to quantify ESG characteristics from negative exclusions to impact, using seven providers to peel back what each fund is investing in at a constituent stock level. This innovation arms us with our own raw data to make sure the funds in our industry are accurately presenting their sustainability credentials, and offers us a platform to engage with the funds in which we invest for our clients.
The long-term goal is to increase transparency of impact generation and ESG credentials for our clients, as well as incrementally increasing the sustainable credentials of our portfolios. In a constantly evolving regulatory landscape, it is crucial to seek clarification and consultation from an expert in this field which is what we have sourced in Clarity AI. We are confident that in becoming one of the first DFMs in the market to use this technology, we are leading the way in sustainable investing.
Our suite of TAM ESG sustainable investment portfolios are risk profiled by leading risk-profiling assessment tool, Dynamic Planner, which enables advisers to better match their clients to the most suitable investment portfolio for their needs.
