Building a SIF practice without losing your retail base
"Distributors should start with the handful of clients it genuinely fits — not chase Dyna SIF as a product story."
On building a SIF practice without losing your retail base, plus why the next 1,000 MFDs will be social-first.
Q. Where do you tell a 30-year-old MFD to start with SIFs?
Pick six clients. Six is enough to learn the operational rhythm — onboarding, valuation cycles, reporting cadence — without exposing your retail book to attention drift. Most distributors who fail at SIF fail because they treat it as a marketing line, not a discipline.
Q. Is SIF cannibalising PMS or complementing it?
Complementing — for now. PMS is concentrated, transparent, single-strategy. SIF is hedged, blended, and built for the investor who wants outcome ranges instead of pure alpha. A good MFD positions them as companions, not substitutes.
Q. What's the one habit you'd ask every young MFD to build?
Read the SID. The full one. Not the factsheet. The SID is where the strategy actually lives.
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