“At that point it comes down to evaluation of the individual fund management company and team responsible for the funds.”
For Mr Potter, an adviser can pick the right multi-asset manager based on the following:
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- Track record
- Suitability
- Appropriate products
- Durability through investment cycles
- Appropriate communication channels
And if the chosen multi-asset strategy turns out to be unsuitable for the client over time?
Mr Potter says: “In the event that your chosen outsourced manager doesn’t quite deliver the outcome expected, the adviser can proactively select an alternative, therefore the chances of the client staying with his or her adviser is much stronger.”
eleanor.duncan@ft.com
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