fund management survey
2019
research document with infographics
The SA Discretionary Fund Management Survey’s aim was to provide a mechanism for financial advisors to compare discretionary fund managers (DFM) on a like for like basis and use this as a guide to inform their selection. The data provided allows financial advisors to access a wide range of information on DFMs via one independent source. All of the material contained in this document has been sourced from the companies that elected to participate in the survey.
This 212-page research document was designed using infographics to summarise the key takeaways from the research, and complemented with the detailed text for deeper insight. The design of the survey was aligned to the Collaborative Exchange’s brand identity, with photography by Brandon Hinton.
credits
client: collaborative exchange
strategy & research: hugh
design: jenna
creative director: dominique
photography: brandon hinton photography
