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Model portfolios and DFM services

With the increased use of model portfolios and Discretionary Fund Management (DFM) services, we are continually improving the services we provide to both advice and DFMs firms.

Here you’ll find out all you need to know about:

  • How advice firms can set up and manage model portfolios and use defined models from DFMs.
  • How DFMs can create, amend, publish and transact across their portfolios within our secure online portal.

We do not charge for this service, although the DFM may do so.

We have over 120 discretionary businesses set up on Fidelity Adviser Solutions. You can see them by selecting a letter from below. Alternatively, you can download all the information here.

DFM’s that are marked as ‘Yes’ against Sustainable Investing below have indicated to us that they offer one or more model portfolios that have some sustainable characteristics. For more information on the models available and the nature and extent of any sustainability characteristics please contact the DFM or refer to the fund factsheets.

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How to videos: Creating and managing client portfolios

A number of short videos are available that give you a quick overview of how to create model portfolios and find audit documents.

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