Quilter报告说,自2020年以来,外包投资激增了331%,使传统的咨询管理资产蒙上阴影。
Quilter reports a 331% surge in outsourced investments since 2020, overshadowing traditional advisory-managed assets.
Quilter的平台已出现向外包投资的重大转变,管理投资组合服务(MPS)目前占资产的41.9%,自2020年以来增加了331%。
Quilter's platform has seen a major shift towards outsourced investments, with managed portfolio services (MPS) now accounting for 41.9% of assets, up 331% since 2020.
这一增长是由费用降低和顾问对管理投资组合的兴趣减少驱动的,与此形成对照的是,咨询管理的资产从28.1%下降到15.8%。
This growth, driven by lower fees and less interest from advisers in managing portfolios, contrasts with a decline in advisory-managed assets from 28.1% to 15.8%.
虽然MPS的兴起被视为“个性化”, 但人们仍担心更多使用被动投资的风险。
While the rise of MPS is seen as "phenomenal," there are concerns about risks from increased use of passive investments.