Outsourcing solutions: Choices and challenges for advisers

Outsourcing solutions: Choices and challenges for advisers

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There is no one-size-fits-all when it comes to outsourcing but advisers do have options, writes Lawrence Cook...

  When it comes to outsourcing, advisers need to consider the needs of a range of clients. They have different needs, objectives, risk tolerances and amounts to invest. Luckily, there are many options for advisers and their clients in today's marketplace.   So what are the different outsourcing options? Options include fund of funds (of which risk targeted funds are a sub set), model portfolios (also known as managed portfolios), investing directly into securities (not all advisers are comfortable stockpicking and prefer to outsource this area) and bespoke portfolio managem...

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