Centralised Investment Proposition development
We play a vital role in providing consultation services on Centralised Investment Proposition (CIP) development to financial advisory firms. Our first step is to collaborate closely with the firm’s financial advisors and key stakeholders to gain a comprehensive understanding of their business objectives, target market, and client needs. We analyse the firm’s current investment process and portfolio construction methodologies to identify areas of improvement and tailor the CIP to meet the firm’s unique requirements.
With our expertise in investment research and analysis, we conduct thorough market research to identify a range of suitable investment options that align with the firm’s risk appetite and strategic goals. We then assist in designing a robust and well-structured CIP, outlining the recommended investment strategies, asset allocation models, and risk management frameworks. Additionally, we provide guidance on the implementation process, performance monitoring, and ongoing review procedures.
Throughout the consultation, we prioritise compliance with regulatory standards, ensuring that the CIP is:
- transparent
- suitable for the firm’s target market
- in the best interest of their clients.
Our consultative approach results in a tailored and efficient CIP that enhances our clients investment offering and enables them to deliver consistent, high-quality advice to their clients.
