Short list of funds

As a financial advisor, you likely rely on a curated list of preferred funds or delegate portfolio management to a Discretionary Fund Manager (DFM). While managing client portfolios at a specific point in time is straightforward, the real challenge lies in ongoing oversight and alignment.

Seed Analytics’ Book Reports provide clear, impactful visuals to support this process, here's an example:

• Graph A illustrates that this advisor has 15 shortlisted unit trusts, yet client assets are spread across 289 additional funds—an all-too-common scenario.

• Graph B reveals that while R1.8 billion is invested in preferred (or shortlisted) funds, R700,000 remains in non-shortlisted options, underscoring the complexity of continuous portfolio management.

With Seed Analytics’ Book Reports, portfolio oversight becomes data-driven and transparent—eliminating guesswork and enabling more strategic decision-making.