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26th November 2018

Defaqto: The evolution of DFM due diligence

Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary fund management proposition.

At any point in time, when you look at a process or methodology, it always looks obvious and clearly the only way to do things. It is always difficult to imagine that things were done differently in the past. It is even more difficult to imagine that at the time, this too appeared obvious and was viewed as the only way to do things.

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DFM, Technical

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