Is your investment proposition built to last? Future-proofing your business with tailored solutions
In a world where regulatory requirements seem to change at the drop of a hat, relying on many static, off-the-shelf investment propositions is becoming an increasingly risky strategy for advice firms.
Take the introduction of Consumer Duty as a case in point. With its focus on ensuring optimal client outcomes and demonstrating fair value, the new regulation has left many firms questioning whether their existing propositions are fit for purpose.
The problem is that a one-size-fits-all approach simply doesn't allow for the level of flexibility and personalisation that's needed to meet the diverse needs of today's clients. Nor does it provide the robust governance and oversight that the FCA is looking for.
That's where tailored investment solutions come in. By partnering with a Discretionary Fund Manager (DFM) to build a bespoke proposition around your specific client base and business model, you can create an investment offering that is much more adaptable to changing regulatory requirements and market conditions.
At FE fundinfo, we work closely with our advice firm partners to design tailored solutions that are built to last. Whether you're looking to accommodate a specific client niche, integrate ESG considerations, or simply streamline your processes, we have the flexibility and expertise to help you achieve your goals.
We also provide ongoing support and oversight to ensure that your proposition remains compliant and effective over time. This includes regular reviews of your investment strategy, as well as access to our industry-leading research and analysis capabilities.
As Catherine Makin, head of Tailored Investment Solutions at FE fundinfo, explains: "Whatever you want to achieve, and whatever the shape or size of your client book and business, Tailored harnesses our core competencies as a leading DFM to meet your unique needs and challenges."
So why wait until your current proposition becomes a liability? By taking a proactive approach and partnering with a flexible DFM now, you can future-proof your business and position yourself for long-term success.
Book a consultation with our team today to explore how a tailored solution could help you stay ahead of the curve, no matter what the future holds.
Whitepaper: Navigating the New Era of Financial Advice with Tailored Investments
Through carefully selected case studies, our new whitepaper examines how your investment process can:
- Drive more demonstrable value
- Ensure that your investment proposition closely matches your unique client book
- Improve your business efficiencies
- Future-proof your business and set you up for scale
Important information:
This is a marketing communication, intended for financial advisers only. Not for use by retail investors. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.