CIPs are in danger of 'overheating,' research finds

Outsourcing helps significantly

clock • 3 min read
CIPs are in danger of 'overheating,' research finds

The time and complexity involved in centralised investment proposition (CIP) design, implementation, monitoring, maintenance and reporting are the key drivers of operational overheating risk, finds research by the lang cat on behalf of Copia Capital Management.

The research, whose findings were published on Friday (6 May), was commissioned by Copia to understand how CIPs work in a typical advice firm and to help advisers ensure their CIP is operating effectively....

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