The route to responsible outsourcing

clock

Fraser Donaldson, Defaqto's insight analyst for funds, looks at the key outsourcing considerations for IFAs.

The RDR has meant most adviser businesses are reviewing their strategies in preparation for the new regime commencing on 1 January 2013. Many will conclude that delegating investment decisions to a full-time investment specialist will be in the best interest of the client. If the decision to outsource is taken there are several options open to the adviser business. Putting your faith in multi-managers is one option. This route can allow the adviser to choose how much of his investment process he outsources. You can put complete faith in the multi-managers, selecting funds that make decis...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Targeted at sustainable, forward-thinking finance professionals

Professional Adviser
clock 10 May 2024 • 1 min read
Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Tech firm to debut a performance comparator tracking solutions’ data

Hope Coumbe
clock 09 May 2024 • 1 min read
Assessing investment decisions made in the heat of the moment

Assessing investment decisions made in the heat of the moment

'Investors were panicking, thinking no one would ever go outside again'

Chris Justham
clock 08 May 2024 • 2 min read