Nine in 10 advisers (91%) say they value a strategic partner that can support the co-manufacturing of managed portfolio services aligned with their clients’ individual goals, says Charles Stanley.
The wealth manager said the findings underscore how central MPS has become to advisers’ investment propositions as client needs grow more diverse and outcomes more specific.
Rather than relying on off-the-shelf solutions, advisers are increasingly looking for collaborative approaches that are more aligned with target markets and client objectives, with 34% of advisers citing alignment with target market suitability as their top consideration when reviewing MPS providers.
This is closely followed by the ability to tailor investment portfolios to income or growth strategies (33%), diversification across asset classes (32%) and access to active solutions (32%).
Charles Stanley said its research also highlighted the growing importance of flexibility within structured frameworks.
Nearly a third (31%) of advisers place great value on a risk-targeted range that is actively managed within defined volatility parameters. The same number (31%) of advisers are seeking the ability to tailor MPS solutions to specific requirements, including sustainability preferences, as well as targeted exposure to particular sectors.
One in three advisers (30%) said diversification of investment vehicles, including bonds, equities and funds was a key feature, while other important considerations include rebalancing frequency (26%), the use of passive solutions (26%) and geographic diversification (24%).
Rebecca Stein, head of product at Charles Stanley, said: “As client needs continue to become more nuanced, advisers are increasingly focused on how investment solutions are constructed and governed.
“The high level of interest in co-manufacturing reflects a desire for flexibility within a disciplined framework, bringing together risk management, diversification and the ability to adapt portfolios to income, growth or sustainability objectives. It points to a more collaborative model of MPS delivery, built around long-term partnerships rather than products alone.”
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