Discretionary Portfolio Management (DPM) is an investment management service where the portfolio manager has the authority to make buy-and-sell decisions on behalf of the client’s account. This approach allows for a strategic, long-term investment plan that aligns with the client’s investment goals and risk tolerance.
In the context of Endowus Flagship Portfolios, the DPM model is employed to provide clients with a seamless and efficient investment experience.
The portfolio manager performs all the heavy lifting, from portfolio construction to executing transactions, freeing the client from the need to monitor the market constantly.