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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| Jan 21, 2015

Impossible comparisons make DFMs too risky for most

Advisers without robust research teams struggle to source and document proposition to the regulator.

Your Industry| Jan 15, 2015

Verbatim sees outsourcing pick-up due to clients disinterest

Firm argues that outsourcing trend driven by client disinterest in the actual funds behind their savings strategies.

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...

Analysis & Opinion
Retirees reveal a thirst for retirement product cocktails

John LappinonInvestments| Jan 19, 2015

Retirees reveal a thirst for retirement product cocktails

A survey suggests the public still values annuities, in spite of their shoddy reputation.

A review of adviser outsourcing options

Investments| Dec 22, 2014 |

A review of adviser outsourcing options

Defaqto Outsourcing Update: An year-end review of investment outsourcing options and trends.

Recent Articles
  1. 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.

  2. 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.

  3. 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

  4. 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?

  5. 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

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