Product Name |
DMP Asset Management Tailored Portfolio Service |
Issuer |
DMP Asset Management Ltd |
Category |
Investment |
Type |
Investment Management Service |
Target |
Wholesale, Institutional |
Certified Since |
2017 |
Asset Classes |
Australian only equities |
Markets |
Australia |
Investment Approaches |
ESG Integration, Negative Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/dmp-asset-management-tailored-portfolio-service/profile |
Overview
DMP Asset Management builds individually tailored portfolios of listed Australian securities. We work with investors to set objectives for a portfolio based on their own risk and return objectives and income requirements. All portfolios are managed on an after tax basis, and allow investors to set their own positive or negative screens, with help from DMP where required. DMP has provided this service to a wide range of charities, not for profits and high net worth individuals for over 25 years.
Description