Why are IFAs recommending multi-asset funds?

Why are IFAs recommending multi-asset funds?I was invited by BrightTALK to take part in their Multi-Asset Summit today, presenting a live webinar this morning about why IFAs are recommending multi-asset funds.

Multi-asset funds mean different things to different people; the broad definition I considered was a combination of investment asset classes within one fund.

My presentation this morning was based on some recent research which found attitudes towards multi-asset funds becoming more favourable with financial advisers.

With these funds becoming a more popular choice for advisers to recommend to their clients, I explored some of the reasons why and some of the potential drawbacks to using multi-asset funds.

You can now watch a recording of the webinar here:


At the end of my presentation, I posed a question to viewers; what is your preferred investment solution for delivering suitable client outcomes?

33% of respondents said multi-asset funds, 30% opted for risk target managed funds, 22% were in favour of constructing a portfolio of single-asset funds and 15% went with outsourcing to a discretionary fund manager.


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About Martin Bamford

Martin Bamford is a Chartered Financial Planner, Certified Financial Planner (CFP) professional and published personal finance author. He works with elderly clients to provide advice on funding residential care fees, hosts the Informed Choice Podcast and is a keen ultra runner.
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