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In Focus - Outsourcing Investments


Increased research requirements for independent advisers post-2012 are prompting many to look at outsourcing an element of their investment process to discretionary managers and model portfolios. What are the options for IFAs, and what is the FSA making of this move by advisers to limit their investment liability?


Investments| Sep 17, 2014

Distribution Technology to risk-profile KB funds

Kleinwort Benson signs model portfolio deal with Distribution Technology

Investments| Sep 05, 2014

Investors should monitor oil price as key market indicator

Experts suggest oil price moves can illustrate impact of geopolitical tensions.

Investments| Jul 17, 2014

Affluent choosing DFM services over advised models

Affluent investors are choosing discretionary over advisory when it comes to investment management, according to research.

Your Industry| Jun 26, 2014

Montage Portfolio rolls out bespoke DFM service to IFAs

An Essex-based adviser who started out by offering his wealthy clients a tailored range of risk-rated portfolios has created a portfolio management...

Your Industry| Jun 11, 2014

Providers must identify more post-RDR: EEA

The evolutionary process of RDR is still ongoing, but advisers’ choice of supposedly bespoke portfolios is not meeting advisers’ changing...

Investments| Jun 04, 2014

Growth of IFAs using DFMs to reduce their risk

Some 54 per cent of advisers outsource to a discretionary fund manager to reduce potential exposure to regulatory risk, research has found.

Analysis & Opinion
Another DFM cites ‘slow’ adviser take-up

InterviewfromInvestments| Nov 14, 2014

Another DFM cites ‘slow’ adviser take-up

Kleinwort Benson boss says his firm is looking for “literally a few dozen relationships” for its proposition.

Everything you need to know about investment trusts

Investments| Aug 19, 2014 |

Everything you need to know about investment trusts

Defaqto Outsourcing Update: Trusts’ flexibility can produce strong returns, but within a very different risk profile.

Recent Articles
  1. Investments| Aug 06, 2014

    Hopes and fears in a post-RDR world

    For advisers, cutting costs and outsourcing is all part of doing business in the post-RDR world

  2. Investments| Jul 16, 2014

    Adviser due diligence musts for multi-asset funds

    Defaqto Outsourcing Update: What does an adviser need to consider when asset allocating through a multi-asset fund?

  3. FTAdviser BlogonRegulation| Jul 08, 2014

    Adviser Rant: Yet more cooks to spoil the investor’s broth

    The cost of running a DFM on a platform could be as much as 1.86 per cent before adviser fees

  4. Investments| Jun 18, 2014

    Five core ‘alternative’ assets: Everything you need to know

    Defaqto Outsourcing Update: Getting under the bonnet of the alternatives used by multi-asset funds.

  5. Your Industry| Jun 02, 2014

    Consulting Consortium launches adviser compliance service

    New service has been developed in response to growing demand for compliance support.

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