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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?

Top Story

Investments| Apr 15, 2014

Most advisers not outsourcing despite data claims

FTAdviser data show slow growth in advisers ‘outsourcing’ investments.


Regulation| Apr 22, 2014

Fisher says Towry has nothing to fear as FCA launches probe

Firm has previously faced questions over referrals to its discretionary investment service.

Investments| Apr 14, 2014

Rowan Dartington acquires offshore investment platform

The acquisition represents a significant step for Rowan Dartington’s business as a “leading investment services provider”, chairman says.

Your Industry| Apr 10, 2014

Defaqto predicts outsourcing to increase

As demand and interest continue to increase, outsourcing solutions available will continue to “evolve and innovate”, researcher says.

Investments| Mar 17, 2014

Platform View: The evolution of platform DFMs

Effective platforms must match clients’ ever-more sophisticated expectations

Investments| Mar 12, 2014

DFM value is in quality portfolio reporting: Simon...

IFAs who outsource their investment business should engage fund managers or discretionary fund managers that can offer their clients clear and...

Investments| Feb 25, 2014

JPMorgan launches multi-manager reporting tool

Advisers can produce white-labeled reports into underlying fund performance for clients with new tool.

Analysis & Opinion
Oversight demands may bring new risk

Regulation| Apr 09, 2014 |

Oversight demands may bring new risk

If a large outsourcer were to fail, it would be as significant an event as when Lehman Brothers went under.

Can clients be too big to be ‘bespoke’?

Investments| Mar 26, 2014 |

Can clients be too big to be ‘bespoke’?

Defaqto outsourcing update: Are truly bespoke services more suitable to those with complex needs than larger portfolios?

Recent Articles
  1. From Special Report: Discretionary Fund Management - February 2014| Mar 24, 2014

    Discretionary/platform relationship looks for better...

    The relationship between platforms and DFMs is a relatively new one but one that has grown fast in importance.

  2. Our Publications| Mar 24, 2014

    Discretionary Management - March 2014

    It is likely that the industry will go through some regulatory adjustments in the coming years

  3. From Special Report: Discretionary Fund Management - February 2014| Mar 24, 2014

    DFM charges are now under the spotlight

    Discretionary management firms have long had a reputation for being opaque when it comes to costs. However, the industry is now changing.

  4. From Special Report: Fixed Income - March 2014| Mar 12, 2014

    Strategic bond funds: Keeping your options open

    In recent years, various commentators have questioned whether it is time to rotate out of bonds and into equities.

  5. From Special Report: Multi-Asset Supplement - March 2014| Mar 10, 2014

    Is a multi-asset fund just a fancy managed fund?

    As well-known experts in the investment outsourcing space we often get asked: isn’t a multi-asset fund the same as a managed fund with its ‘asset...

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