NOW AVAILABLE
Portfolio Construction Uncovered: Insights from the Frontline of UK Retail Advice
A comprehensive data-driven insight into portfolio solution selection and construction amongst retail advisers in the UK.
Portfolio management is rapidly changing in the UK’s retail advice sector as new investment preferences and fund selectors emerge.
In our newly available report, we examine changes in demand between and within model portfolio, multi-asset funds and adviser managed solutions. Reported on a 12-month rolling basis, our research provides:
- An overview of the UK on-platform retail advice market split by portfolio solutions demand
- Rankings of the largest model providers, multi-asset fund providers, and IFAs running adviser-managed portfolios
- In-depth analysis of the underlying funds being selected,d including asset class, active share, ETFs, fund domicile, and more
- List of the top fund buyers for active and passive equity, bon,d and alternatives by fund selector categorisation
This research leverages our market-leading UK platform and global funds-of-funds datasets to dive deep into uncovering what portfolio solutions are being demanded, who the largest fund selectors are, and what funds are being chosen as a consequence.
The Portfolio Construction Uncovered: Insights from the Frontline of UK Retail Advice report is an essential guide for any portfolio solution provider or asset manager looking to succeed within the UK’s financial adviser channel.