The availability and suitability of ESG have declined as being key features of a good Model Portfolio Service provider, according to RSMR’s annual adviser survey.
The survey, which interviewed 126 discretionary fund managers and 169 investment advisers, found that compared to 2020, ESG availability and suitability have dropped by 13 percentage points and three percentage points, respectively. Meanwhile, the adviser back-office system was one of the least selected by respondents, with 16% saying it was a key feature. Tatton AM assets jump by nearly 20% on MPS demand RSMR found that the most often cited key features of a good MPS provider cited was performance (83%), followed by charges (79%) and availability on platforms (69%). It also fou...
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