'Insourcing' - Not all propositions are created equal

The three fundamentals of 'insourcing' explained

clock • 4 min read

Many more DFMs are beginning to offer advisers some sort of insourcing solution – a middle ground between advisers running their own models and total outsourcing via MPS or multi-asset funds. However, as someone who runs a DFM, Ben Peele knows not all insourcing propositions are created equal…

Insourcing is the new phrase on the block - at least in discretionary fund manager (DFM) land. If you're not too familiar with the term, you soon will be. Lots of DFMs are whipping up new marketing brochures for advisers in a bid to convince them of their expertise in building bespoke models that are unique to the advice firm. There are many good DFMs across the country that run model portfolios and sell them widely down the typical ‘outsourcing' avenue. But selling these ‘off-the-shelf' solutions is very different to working hand-in-hand with an advice firm, designing models from the...

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