PortfolioMetrix

'Co-manufacturing is not a product decision. It is a relationship decision'

Ben Peele explores the 'uncomfortable truth' that sits at the centre of the co-manufacturing debate...

PortfolioMetrix’s Ben Peele on adviser co-manufacturing and blurred MPS responsibilities

'A common mistake is treating co-manufacturing as outsourcing with a greater degree of influence'

True efficiency starts with adoption not accumulation

Founder Brandon Zietsman now executive chair

'Working with an investment manager should be a frictionless experience'

Includes six blended options

'I am certain the next 15 years will see even more change'

'Building some structure around your firm's marketing can add a lot of power'