Investment outsourcing guide launched by AIFA and 7IM

Supported by 7IM, the factsheet provides an overview of the decision-making process and the key questions to consider when it comes to choosing whether to keep investment management in-house or to outsource it. It also highlights the importance of due diligence when choosing an investment manager and the FSA and TCF requirements when outsourcing. Robert Sinclair, director of AIFA, says RDR is putting more pressure on advisers to review their business models and consider outsourcing. He adds: "By outsourcing some or all of the investment management function, this can allow advisers ...