Henry Cobbe: Will DFMs need to move towards a more 'customised portfolio' approach?

Custom-made or off-the-shelf?

clock
Henry Cobbe of Copia Capital Management
Image:

Henry Cobbe of Copia Capital Management

With some model portfolios beginning to look rather similar, Henry Cobbe explains the idea of the 'custom portfolio' and what advisers need to bear in mind when commissioning this sort of mandate.

Clients are always the primary focus of any investment proposition. Guidance on what makes a good centralised investment proposition (CIP) frequently includes key references to ensuring suitability for client groups and target clients, and detailed processes for clients who do not fit an adviser firm's CIP. With the arrival of MiFID II there is even more emphasis on managers and advisers alike to think of the suitability of products and services for target clients and client groups. Forward-looking adviser firms are beginning to realise 'off-the-shelf' model portfolios from discretion...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Advisory

Alex Wright of Fidelity International

Fidelity's Alex Wright: People have misunderstood OMV Russia exposure

'Sentiment is overly pessimistic'

clock 23 June 2022 • 3 min read
Equity funds managed to stay in positive territory with €2.9bn of new net subscriptions

Morningstar: European fixed income funds suffer €16.5bn net outflows in May

Equity funds remained in positive territory

clock 23 June 2022 • 1 min read
Liontrust Asset Management chief executive John Ions urged for long-term focus amid short-term volatility

Liontrust boasts 41% revenue increase in face of 'challenging period short term'

Majedie acquisition added £5.2bn value

clock 22 June 2022 • 2 min read
Trustpilot