Product Advisory Committee

 

 

The dVAM Product Advisory Committee has been established to provide an independent oversight over the dVAM funds, the Investment Manager Pacific Capital Partners Limited which has regulatory responsibility for and administers the dVAM funds and the Sub-Investment Managers who manage the various funds.  In addition, the dVAM investment committee acts as a product advisor on the dVAM funds providing input on all aspects of the strategy, research, analysis, design and development of new funds.   The dVAM Product Advisory Committee’s role is to bridge the gap between the Investment Manager and our investors. 

 

THE ROLE OF THE COMMITTEE

The Committee has Terms of Reference which have been approved by the Boards of the Company and the ultimate holding company, deVere Group Ltd, under which it will monitor, and if appropriate make recommendations about all aspects of the dVAM Investment Funds.  The Committee will report directly to the Boards of the Company and of deVere and it will meet at least quarterly, with the permanent members being joined by regular attendees, including the Investment Manager and Product Advisors of the various funds. 

 

WHAT DOES THE PRODUCT ADVISORY COMMITTEE DO:


•    Reviews adherence to fund objectives. 
•    Reviews investment performance and outcomes.
•    Reviews operational performance and management of the dVAM funds.
•    Commissions ongoing market research, product benchmarking, peer group reviews and customer surveys, to enable the provision of strategic guidance to the Investment Manager on the proposition, structure, pricing and investment objectives of the Funds, ensuring that the Funds remain suitable for the target investors at all times.
•    Receive and consider proposals for new funds or changes to existing funds from the Investment Manager or the wider deVere Group.
•    Provide feedback to the Investment Manager 
•    Review and consider developments in the industry (i.e. regulations, tax, competition, etc.) that create new opportunities or challenges for our investors
 

We transform challenges into solutions to help protect your capital and reach your investment objectives.
Our main focus is to create an investment strategy that delivers a result and value appropriate for you.

We transform challenges into solutions to help protect your capital and reach your investment objectives.
Our main focus is to create an investment strategy that delivers a result and value appropriate for you.

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