Is Outsourcing Portfolio Construction the Wave of the Future?

Weiner, Susan B.
October 2008
Journal of Financial Planning;Oct2008, Vol. 21 Issue 10, p28
Academic Journal
The article discusses the practice of companies outcourcing portfolio construction services, such as tax planning, cash management and risk management. Specific definitions regarding the services that are provided when portfolio construction services are outsourced are presented. Reasons why some companies decide to outsource are mentioned. The negative opinions that some have regarding the outsourcing of portfolio construction services are discussed, including that companies can provide personal services to clients when handing portfolio construction services in-house.


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