Fund research frim RSMR rolls out IFA platform

Added 25th May 2016

Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and socially responsible investing-focused (SRI) model portfolios being considered.

Fund research frim RSMR rolls out IFA platform

Geoff Mills

The RSMR Platform, powered by technology provider Hubwise, will carry a combined fee for researched portfolios and platform of 0.25%.

RSMR believes its initiative will become the “go to” platform for IFAs looking to remodel their business and seek cost and process improvements. Firms will also be allowed to white-label the service.

While initially built to host the firm’s seven risk-aligned model portfolios, RSMR is currently developing an SRI-themed portfolio(s) while also looking at the passives space.

Broader involvement

RSMR director Geoff Mills said: “We want to broaden our involvement in the whole advice process. Rather than just being in the narrow space of providing model portfolios, we want to facilitate access to those portfolios on a modern platform while also offering other tools and functionality that an adviser can use, such as risk-profiling and report writing tools.”

He added: “We’re not cutting out other platforms, we’re just offering advisers an alternative to access our model portfolios in an easier and slicker way.

“Our experience has been very much in our rated fund list and our model and bespoke portfolios that in some instances have been running for nearly 10 years.

"We’ve got the track record but we’ve done that very much on a tailored and bespoke basis for advisory firms. This gets us into a space where we can deliver to the mass market at a very competitive price.”

RSMR is not the only platform to launch this year, with Seven Investment Management and Vanguard Asset Management both entering into the D2C space. M&G has also launched an “online service” with the promise of lower charges for investors who sign up. 

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Gary Shepherd


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Gary joined Last Word Media in 2009, becoming editor of Portfolio Adviser a year later. Previously, he worked at Incisive Media with roles across its Professional Adviser, Investment Week, Bloomberg Money and Mortgage Solutions titles. Gary has been shortlisted for various awards, winning Headline Money Investment Writer of the Year in 2010.


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