Getting it right: building a centralised investment proposition

CIP

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The construction of a centralised investment proposition is a complicated task. James Dalby, investment market manager for Aviva, investigates.

The term centralised investment proposition (CIP) is now common parlance among advisers and providers. Its context is clear, referring to standardised investment approaches, but the range of investment solutions captured as part of it is wide. How do advisers who believe in a CIP approach for their business model and customer proposition actually compare and contrast the available options? First things first. A CIP is, essentially, a number of discreet components, which, when put together smartly, provides a standardised end-to-end investment process to be used as part of an efficient...

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