Cofunds, the independent platform for financial planning has today announced its partnership with OBSR to provide advisers with access to a researched fund list and model portfolios.
Following the culmination of market research carried out throughout 2009, it was established that a significant number of advisers wanted support in selecting quality investment funds. Cofunds is responding to adviser feedback by delivering a number of research solutions starting with OBSR which will launch on platform on 21st December.
The solution from OBSR will include a researched panel of 120 funds selected by OBSR across all key IMA sectors, including property and cash, as well as four model portfolios using risk profiles four to seven.
This forms the first part of a series of exciting solutions that Cofunds will develop going into 2010. Advisers will be able to use the solutions in the most appropriate way for their needs, whether creating their own model portfolios and researched fund panels, using the OBSR models, or simply taking the information provided by OBSR as part of their own investment selection process.
Russell Lancaster, Director, Fund Manager Relations at Cofunds said: “OBSR is a respected, independent research house with a robust methodology for selecting funds. By working with them we have responded to adviser demand to provide support on fund selection. Although Cofunds does not offer advice in any way, we aim to bring together a choice of market leading research tools and services, starting with OBSR to support advisers, should they wish to use it. We will add further solutions over time so we continue to give advisers the very best support.”
To see the full Researched Fund Panel please click here