13 September 2011
Fraser Donaldson - Insight Analyst - Funds
If managing client investment portfolios takes up a considerable amount of your time and resource then outsourcing to a multi-manager fund could provide a real opportunity to delegate some of your investment responsibilities and focus on growing your business relationships.
By entrusting certain investment responsibilities to multi-managers to develop a premium service to your client base, the balance is tilted away from sales and towards planning, building strong links with clients and cultivating increased revenues.
Managing single fund investment portfolios for clients can be a considerable drain on time and resource. Outsourcing this function to multi-manager investment specialists is a viable option, as long as sound methodology is used when selecting funds.
Our free guide to multi-managers can help you choose a suitable method when considering your clients' investments. It includes:
- Comparison and analysis of the benefits of multi manager funds against those of discretionary management
- Explanations of the different types of multi-manager and the methods they use
- Detailed analysis of the current market, including a review of developments within the industry in 2011
The guide also contains a clearly explained method for identifying funds that merit closer attention, including a comprehensive guide to the funds available, complete with Defaqto QuantRater ratings.
Defaqto QuantRater is a quantative fund rating that looks at the past performance of funds over the past 69 months. Consistency of performance and the value added by skilful fund management are weighted and given scores, which is then assessed within its Investment Management Association (IMA) sector to assign a QuantRating.
