Professional development Step 4: Choose your model and service providers

Module 5 – Seven simple steps for implementing managed portfolios

Step 4: Choose your model and service providers

Have you identified your chosen platform administrator partner and service provider?
Have you chosen your preferred managed portfolio structure – SMA, MDA, off-the-shelf or tailored etc?
Have you selected your portfolio asset manager partner/s aligned to your investment philosophy and beliefs?
Have you determined providers of transition support – platform administrator, external providers or business coach, and internal support staff?
Have you engaged with your platform TRM service provider?