Why Advisers are Outsourcing Portfolios

Since the global financial crisis, many financial advisers have freed up time by seeking outside help to build client portfolios

Dan Kemp 26 June, 2018 | 11:55AM

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Outsourcing investment management has become very popular among financial advisers. Faced with the complexity of financial markets and clients’ needs, it makes sense to standardise investment solutions.

Model portfolios are supplied by investment consultants but implemented by the advisers themselves, while managed portfolios are implemented on a discretionary basis by an asset manager. Both approaches are popular and share several common characteristics.

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About Author

Dan Kemp

Dan Kemp  is Chief Investment Officer, Morningstar Investment Management EMEA

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