8AM Insights: Marking our own homework – what fair value looks like behind the scenes!
Learning Outcomes
- Understand the strategic & philosophical considerations DFMs navigate when delivering fair value across diverse, tailored mandates.
- Evaluate the risks and blind spots in standardised value assessments (from both adviser and manager perspectives).
- Apply principles of governance, transparency, and customisation in their own businesses to strengthen value delivery.
- Challenge assumptions and open better conversations with DFMs about how value is monitored, adjusted, and evidenced.
- Build clearer, more client-relevant narratives about value; even when the solution isn’t the cheapest.
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8AM GLOBAL LIMITED is authorised and regulated by the Financial Conduct Authority under registration number 937456. Registered in England & Wales. Company number: 12696607. Registered office: Stag Gates House, 63/64 The Avenue, Southampton, Hampshire, United Kingdom, SO17 1XS.
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