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deVere Launches Liquid Alternative Solution Under dVAM Brand

Date 13/05/2019

The world’s largest independent financial organisation, deVere Group, has added a liquid alternative investment solution to its suite of funds, under its asset management brand, dVAM.

dVAM’s Diversified Liquid Alternatives (DLA) has a target return cash of +4% per annum over rolling five-year periods.

The fund is run by former BBC chairman and Goldman Sachs partner, Gavyn Davies OBE

Of this new investment vehicle, deVere Group’s founder and CEO, Nigel Green, comments: “We are continually using our resources to further enhance our investment propositions to help our clients reach, and hopefully exceed, their long-term financial goals.

“This pioneering new solution, based on a well-established process, has been designed exclusively for dVAM to complement traditional equities and bonds and to help achieve a truly global and properly diversified portfolio.

“dVAM DLA works within a regulated structure with daily liquidity.”

 Liquid Alternatives are typically categorised into three broad groups: Listed Real Assets, Alternative Credit and Diversifiers. Each group has several sub strategies whose inclusion is determined by their diversifying properties and liquidity profile in normal market conditions.

Mr Green continues: “Liquid Alternatives give the investor exposure to under-represented asset classes that can have tangible diversification benefits.

“Their liquid nature enables a dynamic approach so that new ideas can be easily included and/or removed as required.

“There are opportunities to take advantage of inefficiencies within Liquid Alternatives that are different to traditional assets.”

Managed by Fulcrum Asset Management, a signatory to the UN Principles for Responsible Investing, dVAM DLA seeks out innovative approaches to Environmental, Social and Governance (ESG) integration with the goal of improving long-term excess returns.

The deVere CEO adds: “The feedback regarding this powerful new investment solution from both advisers and clients has already been extremely positive.

“We look forward to dVAM DLA securing good outcomes for our clients in the medium to long-term.

“We will continue to expand our range of solutions under the dVAM umbrella over the next 12 months as we continually adapt and develop to meet evolving and growing client expectations, market trends and regulatory requirements across the world.”