Multi-plicity
Outsourcing the investment management of client portfolios is a solution for many advisors, but full outsourcing isn’t for everyone. There are many advisors who find value in managing client portfolios themselves.
Download our advisor research now for insight into how advisors assess investment management outsourcing versus their firms’ business objectives and needs.
Research highlights include:
- Advisors’ reservations about full
outsourcing of client portfolios - Average time spent on investment
management-related work - Work that is outsourced