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
ISS Market Intelligence
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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
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Pridham report: Over half of UK fund groups grow net sales for third straight quarter
While 43% posted positive net flows to signal improving investor confidence
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One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
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UK model portfolio purchases outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period