Services

Choosing for DPAM means entering a long-term partnership centred around creating and managing both customised and off-the-shelf solutions.

Scroll down to discover the full range of our services to accompany you along your client journey.

Reporting

Standard reporting can be customised upon request to accommodate regulatory, sector or investor-specific requirements, such as sustainability-related reporting, accounting services for insurance companies, performance attribution analyses and more.

Portfolio optimisation & asset modelling

Build your portfolio according to your specific requirements and constraints thanks to our portfolio optimisation tool:

(downside) risk constraints

drawdown constraints

solvency capital requirements

duration

Through portfolio customisation, we can also help you define your optimal benchmark or risk/return profile, among other key elements.

Our asset modelling can help you make forecasts and projections, which are particularly suitable for pension funds and insurance companies.

Voting & engagement

Make sure your voice is heard.

We have a long-standing track record of voting and engaging with both companies and (increasingly) countries across our equity offerings.

We are also able to incorporate your custom voting and engagement requirements on a case-by-case basis.

MyDPAM

Our platform offers a complete summary of your institutional portfolio’s evolution. Through MyDPAM, you have access to real-time portfolio data in a highly secure environment. You can access MyDPAM via your web browser, tablet or smartphone.

Our API platform

To enrich your experience as a client across all your channels, ask about our APIs and update your digital environment with relevant portfolio-related data.

Interested?