Copia Capital Management has launched a range of factor-based managed portfolios, Select Plus, using a blend funds from global asset manager Dimensional Fund Advisors and ETFs.
Advisers can choose from five risk profiles, designed for medium- to long-term investors in the accumulation phase of the lifecycle. The total expense ratio (TER), or total cost, for each of the underlying...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till