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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?


Your Industry| Mar 03, 2015

Adviser investment models evolve - but fund picking not dead

Exclusive surveys show only a minority consider themselves to have outsourced their investment function.

Investments| Feb 12, 2015

Client ‘poaching’ risk with DFMs that are also advisers

Morningstar says possibility of discretionary manager poaching clients depends on how you access their service.

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.

Analysis & Opinion
Adviser responsibilities when using DFMs

Investments| Mar 25, 2015 |

Adviser responsibilities when using DFMs

Defaqto Outsourcing Update: Advisers must review underlying investments as well as comparative costs.

Choosing an ‘outsourced’ investment solution

Investments| Feb 17, 2015 |

Choosing an ‘outsourced’ investment solution

Defaqto Outsourcing Update: Providers have come up with a wide range of funds for various client segments.

Recent Articles
  1. Reaching an agreement and avoiding poaching

    Where a DFM also has in-house financial planners, it is possible a client could request to consolidate their affairs.

  2. Clients a DFM is suitable for

    Essentially there is now tiered market offering ‘off-the-shelf’ solutions and a more bespoke option for the wealthier few.

  3. Pros and cons of a DFM

    Advisers should ask themselves “what am I great at?” and “what do my clients really value?”

  4. Alternatives to DFMs

    An alternative to a DFM is for advisers to run their own portfolios on an advisory basis.

  5. What DFMs will expect of advisers

    A DFM expects the adviser to understand their client’s financial needs and objectives.

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