Model Portfolios and Total Cost of Ownership

Are off-the-shelf model portfolios getting more than their own fair share of fees?  The use of model portfolios have become common place within advice firms, with many choosing to outsource or use off-the-shelf model portfolios, typically provided by DFMs and research firms like Morningstar. And by off-the-shelf, I mean pre-constructed risk -rated portfolios, rather than bespoke discretionary management. My bug bear is […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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