PortfolioMetrix, founded in 2010, pioneers the intersection between Institutional-level Asset Management and Discretionary Fund Management (DFM):

• We have developed innovative techniques in asset allocation, portfolio construction, and specialised implementation, leading to market-leading investment outcomes. Our precision-engineered portfolios reliably meet expectations.
• In the DFM space, we prioritise solutions over products and favour strategic partnerships with advisers and institutional investors, allowing advisers to flexibly customise portfolios on a scalable basis.
• Through our proprietary technology, advisers can enhance effectiveness, business efficiency, and client outcomes.
• With over sixty-five employees in offices in London, Dublin, Johannesburg, and Cape Town, PortfolioMetrix has quickly expanded internationally and won numerous awards for investment outcomes, best DFM, best technology, best client service, and best risk profiling service.