'Insourcing' - Not all propositions are created equal

The three fundamentals of 'insourcing' explained

clock • 4 min read

Many more DFMs are beginning to offer advisers some sort of insourcing solution – a middle ground between advisers running their own models and total outsourcing via MPS or multi-asset funds. However, as someone who runs a DFM, Ben Peele knows not all insourcing propositions are created equal…

Insourcing is the new phrase on the block - at least in discretionary fund manager (DFM) land. If you're not too familiar with the term, you soon will be. Lots of DFMs are whipping up new marketing brochures for advisers in a bid to convince them of their expertise in building bespoke models that are unique to the advice firm. There are many good DFMs across the country that run model portfolios and sell them widely down the typical ‘outsourcing' avenue. But selling these ‘off-the-shelf' solutions is very different to working hand-in-hand with an advice firm, designing models from the...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Chris Justham: To wrap or not to wrap?

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

Chris Justham
clock 19 November 2024 • 3 min read
Reliance on others: The key to reducing risk and improving compliance

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

Nick Walker
clock 01 August 2024 • 3 min read
The top recommended MPS investments so far this year

The top recommended MPS investments so far this year

Defaqto data shows change in the top ten

Jen Frost
clock 23 July 2024 • 2 min read