Fraser Donaldson: Discretionary management and value for money

Seven value criteria

clock • 4 min read

With suitability and quality of any product uppermost in an adviser’s due diligence, Fraser Donaldson takes a look at what makes value for money in discretionary management

Defaqto have always looked at cost of products and services as a separate item. We believe that the suitability and quality of any product should be uppermost in an adviser's due diligence. It then makes sense to look at cost. In this way, you end up with a product that is suitable, of appropriate quality and at an appropriate cost. In other words, value for money. While thinking about this, I have seen a number of Value Assessment Reports that have been published by fund managers since the FCA set out new rules and guidance to help improve the quality of information available to investo...

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

Why the bull market in precious metals may be starting again

Why the bull market in precious metals may be starting again

Silver and gold again – who would have thought it?

Paul Wood
clock 20 May 2026 • 2 min read
Omnis Investments launches passive range for Openwork and 2plan advisers

Omnis Investments launches passive range for Openwork and 2plan advisers

L&G to run day-to-day investment management

Patrick Brusnahan
clock 19 May 2026 • 2 min read
Digital bank Zopa gains targeted support authorisation

Digital bank Zopa gains targeted support authorisation

Receives regulatory approval for investment products

Sophia Panayi
clock 19 May 2026 • 1 min read