Not a done deal: why outsourcing investment isn't for everyone

OUTSOURCING

clock • 6 min read

While the popularity of outsourcing has increased in recent years, many advisers still firmly believe investment calls should be kept in-house…

With the advent of the Retail Distribution Review (RDR) only 120-odd days away, many advisers are continuing to review their business model. Faced with ongoing market volatility and macro uncertainty, some are questioning if they have the time and expertise to make investment decisions on behalf of their clients. Elsewhere however, a proliferation in research tools and the rise of passive investment strategies has seen others choosing to keep the investment function in-house. So who is right? PA spoke to a number of small firms to see what they are doing… Meet the outsourcers ...

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 Managed solutions

Multi-asset sentiment indicator: Positive view on UK equities

Multi-asset sentiment indicator: Positive view on UK equities

'UK equities remain cheap when compared to overseas'

Paul Ilott
clock 13 March 2024 • 5 min read
Insourcing is 'evolution not revolution' for advice firms

Insourcing is 'evolution not revolution' for advice firms

‘We see it as an elegant halfway house for both advisers and their clients’

Isabel Baxter
clock 05 March 2024 • 2 min read
Timeline portfolios go live on SS&C Hubwise platform

Timeline portfolios go live on SS&C Hubwise platform

Move to ‘drive down costs and improve results’ for advisers

Jenna Brown
clock 28 February 2024 • 1 min read