Pacific Asset Management challenges traditional DFMs with Bl

Pacific Asset Management challenges traditional DFMs with Blackrock collaboration


Pacific Asset Management challenges traditional DFMs with Blackrock collaboration
Half the portfolio is Blackrock index-tracking funds and the other half is a tactical active overlay run by PAM
Pacific Asset Management (PAM) has partnered with Blackrock to launch a range of model portfolios it says offers advisers a “credible alternative” to outsourcing to a traditional discretionary fund manager.
PAM said the five multi-asset portfolios are designed to bridge the gap between advisory and DFM model portfolios by addressing the main issues advisers face running in-house advisory models across multiple platforms.
The portfolios, known as Pacific Model Portfolio Solutions: The iShares Edition, are split into two elements: an “efficient” half consisting of equity and fixed income index-tracking funds run by Blackrock; and a “dynamic” half which is an actively managed tactical overlay using PAM’s unitised multi-asset fund structures to tilt exposure depending on market conditions.

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