DMP Asset Management Tailored Portfolio Service

Product Name

DMP Asset Management Tailored Portfolio Service

Issuer

DMP Asset Management Ltd

Category

Investment product

Type

Fund/Trust

Target

Wholesale

Certified Since

2017

Certification Symbol

Responsible Investment

Asset Classes

Equities - Australian only

Markets

Australia

Investment Approaches

ESG Integration, Negative Screening, Portfolios are individually tailored and positive or negative screens are those as defined by the investor.

It Includes

  • Riaa icons 11 More sustainable companies
  • Riaa icons 14 Education

It Excludes

  • Default selected exclusion No specific exclusions

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


DMP has been managing portfolios of Australian listed securities for over 25 years.  We have a team of five investment professionals that analyse stocks and build portfolios.  

Our process begins with a quantitative screen of the investment universe to eliminate stocks which aren't sufficiently liquid, or have a large stock overhang. 

We then undertake a qualitative screen to eliminate stocks which don't meet our judgemental criteria in relation to Environmental, Social or Governance (ESG) criteria as a minimum standard. This then defines our investible universe. 

From this point, DMP conducts detailed fundamental analysis. We seek to get to know the industry, management and the strategy of the company well.  This is done by extensive reading and proprietary meetings with the company, its competitors, suppliers and customers.  In getting to know the company in a detailed manner, we also consider Corporate Social Responsibility (CSR) and ESG factors.  Where risks are identified, this will either lead to a company being excluded from consideration, as it impacts the expected risk adjusted return, with ESG being a tangible risk, or tempers our view of the valuation of the company and therefore impacts its weight in the portfolio.  

For investors with negative screens, these stocks are also eliminated from the investible universe. The Fund Manager then builds a unique portfolio targeted to meet the individual investors risk and return requirements.