DFM Model Portfolio Management Working Group (DFMMPMWG)

This project will develop and deliver data integration (API) Standards for processes relating to the management of model portfolios made available on Investment Platforms by Discretionary Fund Managers (DFMs).

Current meeting.

Upcoming Meetings

Currently there are no upcoming meetings.

Previous meeting

DFM Workstream 1 Candidate Design review

26 April 2023


Criterion representatives