It’s a tough market out there. The cost of living is up, and investment flows are down. And then there are the changing investment trends… model portfolios now account for c70% of retailed advised platform flows, so if your funds aren’t included in model portfolios, then you’re potentially missing out on substantial flows. And that’s before the gloom and doom of the current environment!
Discretionary fund managers used to be the main providers of model portfolios, but now platforms, fund managers, research houses, and even advice firms are getting in on the action. How do you get noticed? Does one size fit all or do you need to tailor your approach depending on the distributor type? How do you do business in this highly competitive market?
Published in Q3 2023, How to win business and influence model portfolios is the definitive guide to the UK's model portfolio activity. high on quant, full of qualitative colour and enriched with adviser, platform and fund manager insights:
To order your copy click here or use the order button below.