Outsourcing Investment Management

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A Fidelity study shows that outsourcing investment management may allow advisors to focus on holistic financial planning and help evolve the client experience.

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Key Insights

  • Investor needs are changing, as more investors seek help with holistic financial planning to obtain peace of mind and fulfillment.
  • Selectively outsourcing investment management may give advisors the ability to serve more clients at the higher end of the Advice Value Stack® while providing consistent, institutional-quality investment management.
  • There are many outsourcing options available, ranging from utilizing market commentary and third-party tools to full-service investment management solutions.
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