/Investments

Welcome to wherever you are: The future of portfolio management on platforms

When it comes to on-platform portfolio management, you may well ask yourself, well, how did we get here?

Standard Life Aberdeen (SLA) is in the midst of all this, and we’re grateful to them for sponsoring this paper. But, and we do like to be clear on this, the views, data and analysis are pure lang cat, with nothing added.

In this paper we take a look at the different directions we think portfolio management could and should be taking.

What we see is a sector that has done much to break with bad old traditions, while developing a few not-so-great habits of its own along the way. We call out these habits in the paper, adding more than our tuppence worth about some of their potential unintended consequences. Feel free to point at us and laugh if our predictions turn out to be terribly wrong in 15 years’ time.

If it’s starting to sound like we got a bit carried away with our future gazing, we do understand that advisers in the here-and-now have a raft of suitability obligations to fulfil. It’s only right then that we’ve also included some practical pointers that should help advisers with the day-to-day realities of running model portfolios on platforms.

/ Additional reports

State of the advice nation

State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.

The meaning of value

The meaning of value

We’ve worked together with Royal London to understand what customers actually value.

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.