Without applying proper due diligence and ongoing monitoring your firm may face unnecessary regulatory risks. You may also fail to meet some of the tenets of the FCA’s Treating Customers Fairly (TCF) initiative.
But constructing and maintaining a robust investment process need not be time consuming or costly as an increasing number of firms have found by engaging us rather than continue to do this in-house.
We firmly believe that by working with us you will:
- Free up valuable time to build and enhance client relationships
- Be able to be proactive by alerting clients in advance of issues and opportunities
- Reduce regulatory risk in your business and meet your requirements under TCF
- Deliver added capital value.
Our Service Propositions
The modern adviser environment is increasingly one of demanding regulatory requirements, increasing client awareness and changing client needs. Accordingly, advisers need to have a robust and fully auditable investment selection process to ensure the suitability of all client recommendations.
To support advisers in this goal we offer a number of service propositions.
RSMR Rfolios – Our best ideas for your clients
Our discretionary portfolios offer a choice of growth, income and SRI themed model portfolios all at a competitive price. Rfolios are a one stop solution offering expert, independent fund research and portfolio construction in one package. They ensure rebalancing and trading costs are minimised, and avoid portfolio drift.
Available on leading platforms, backed by RSMR’s longstanding expertise in portfolio construction and supported by a clear and documented methodology, quarterly reporting and supporting factsheets they are indeed our very best ideas for your clients!
For more details click onto the RSMR Hub and go to the Discretionary Portfolios section.
If you prefer something more tailored to fit your existing advice process then RSMR Select may be for you. Here, we work with you to build a bespoke service covering a wide range of options, tailored to your firm’s needs and requirements. We can complement this with attendance at your Investment Committee meetings.
Supported by a clear and documented methodology, quarterly reporting and a dedicated Investment Research Manager resource, this support will set your business apart from the competition.
Call us on 01535 656555 or email us for more details at email@example.com
RSMR Direct – free access via the RSMR Hub
This service allows you to gain access to our full list of ratings, supporting factsheets and guides all intended to help you add structure to your selection process.
Our ratings are recognised across the market and encompass the widest set of ratings from any UK ratings business. Access is through a simple registration process and you will also gain access to a wide range of additional links to thought leadership pieces, best practice ideas, videos, adviser CPD events and so much more. This service is free to view.
Invest is our quarterly magazine aimed at the investment community packed full of articles from the UK’s leading fund groups, plus topical articles from the RSMR investment research team.
RSMR Adviser Guides
Also on the RSMR Hub you can access independent guides which support our ratings as follows:
- Active & Passive Investing
- Responsible Investing
- Multi-asset fund ranges
- Investment Trusts
- UK Adviser platforms
RSMR Viewpoint - Quarterly Investment Bulletin
See our latest quarterly investment market overview – Viewpoint - together with an easy to read investor edition – Investor Insight – all available on the Hub.
Our independent and market-leading ‘badge of quality’ is there to help advisers as they select funds for their clients and is used by over 21,000 advisers.
All our distinctive 'R' ratings can be used by advisers in selecting funds, fund ranges and investment trusts, allowing them to identify easily and quickly the solutions which have reached the required standard to attain a RSMR rating.
Having access to our ratings will free up your time and allow you to concentrate on seeing clients.
Our in-depth fund profiles will help in your understanding of one of our rated funds. Imagine it’s like having a guide to ‘what’s going on under the bonnet’ and so provides an extra level of due diligence to help advisers in their fund recommendations.
Multi-Asset Fund Ranges
Here we provide a unique insight into the plethora of Multi-asset solutions. Our adviser guide, rated fund range list, factsheets and detailed range profiles provide totally independent, market-leading commentary that will aid and support your selection process.