VAM Funds launches online valuation system for DFM fund range

Added 1st August 2017

Luxembourg-based asset manager VAM Funds has launched an online valuation system for IFAs who use the firm’s discretionary fund management services.

VAM Funds launches online valuation system for DFM fund range

VAM’s discretionary investment strategies are managed by UK firm Close Brothers Asset Management (CBAM) through a discretionary fund management (DFM) agreement.

The online tool allows investment professionals to access their clients' portfolio information, fund prices and information on their current investment valuations.

The new evaluation system is part of the development of VAM’s online portal.

Monitoring and visualisation

“This new suite of services aims to support advisers with a new level of transparency and functionality,” the fund manager said.

Other features include a detailed view of each of VAM’s Close Brothers fund’s investor holdings via custom reports and data visualisation, and the ability to create and monitor deal notes.

Advisers using the system will be able to make changes to their clients' portfolio by selecting, monitoring and varying their allocation across multiple asset classes and funds.

These include CBAM's multi asset, risk-rated products that are available to international investors through a Luxembourg-domiciled Ucits V-compliant structure.

The funds are the VAM Close Brothers Cautious Fund, the VAM Close Brothers Balanced Fund and the VAM Close Brothers Growth Fund.

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Eugenio Montesano
Eugenio Montesano

Senior Reporter

Eugenio joined International Adviser in July 2017 from Citywire, where he was editor of the Italian publications for over three years, covering the retail segment of the country’s asset management industry. Prior to that, he was an assistant producer at APTN, the Associated Press Television News, where he covered Italian politics and international news. Eugenio has a masters degree in International Journalism from City, University of London.

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