The dramatically changing face of the portfolio construction
Most portfolio decisions are now beyond the remit of financial advisers, sending waves across the UK’s fund management universe
Benjamin Reed-Hurwitz
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ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data
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ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business