FE Investments 2026 Roadshow

Join us at a session near you, as we explore the true cost of ownership of an investment proposition, whether you build in-house, buy off-the-shelf, or co-manufacture

Building Your Own Portfolios vs Outsourcing: What's the Real Cost?

Building and maintaining model portfolios in-house can seem like the more cost-effective option. Equally, an off-the-shelf solution may appear cheaper when comparing headline DFM fees alone.

But the true cost of running an investment proposition goes far beyond the stated charge. It includes the time, resource and governance requirements needed to support robust investment oversight and ongoing value assessments.

Join us at one of the FE Investments Autumn Roadshow locations as we explore the true cost of ownership of an investment proposition and discuss how outsourcing some or all of these responsibilities can help firms reduce operational burden, strengthen governance and focus more time on client outcomes.

What we'll cover:

Looking beyond the headline fee: understanding the true total cost of ownership when building and maintaining portfolios in-house versus using an outsourced solution
The operational burden of running a proposition: the resource, expertise and governance required to support fund research, Consumer Duty and value assessments
Finding the right outsourcing model: from off-the-shelf MPS to co-manufactured solutions, how different approaches can help firms manage costs, governance responsibilities and adviser resources
Why this matters now: as regulatory expectations continue to evolve, firms need to consider not just investment performance and fees, but the time and operational commitment required to maintain a robust proposition

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Agenda

12:00 - Arrival

12:30 - Building Your Own Portfolios vs Outsourcing: What's the Real Cost?

13:00 - Lunch

13:30 - Open discussion and Q&A

14:00 - Close

Choose your nearest location:

London | 29 September

Venue: 14 Stories, 120 Fenchurch Street, London EC3M 5BA

Manchester | 30 September

Venue: The Ivy Spinningfields Brasserie, Byrom St, Manchester M3 3HG

Colchester | 1 October

Venue: Milsoms (Mr G's), Stratford Road, Dedham, Colchester CO7 6HW

Redhill | 6 October

Venue: Nutfield Priory Hotel & Spa, Nutfield Road, Nutfield, Redhill, Surrey RH1 4EL

Exeter | 7 October

Venue: Sandy Park Conference & Banqueting Centre, Sandy Park Way, Exeter EX2 7NN

Preston | 8 October

Venue: Barton Manor Hotel & Spa, 746-768 Garstang Road, Barton, Preston PR3 5AA

This marketing material is for financial advisers only. Not for retail investors. It is not a recommendation to buy or sell any particular asset class, security or strategy. Investors may get back less than originally invested. Financial advisers are solely responsible for any further distribution of this document. Past performance is not a guide to future performance. Financial Express Investments Ltd, registration number 03110696, is authorised and regulated by the Financial Conduct Authority (FRN 209967). For our full disclaimer please visit https://www.fefundinfo.com/legal-and-policies/financial-express-investments-limited-disclaimer