Bespoke Consultancy
OBSR has a wealth of experience, which we are pleased to make available to distributors or financial institutions to cater for their specific needs. This invariably calls for detailed discussion of a firm’s requirements, so that a bespoke brief can be created to which OBSR will then work. Examples of such projects would include:
- Population of model portfolios with appropriate funds, on a risk-graded basis
- Consulting on Web site content for “Fund Supermarkets”
- Selection of "third-party" fund managers and funds, including "Open architecture" products
- Appraisal of fund management groups with detailed reporting on perceived strengths & weaknesses.
For general enquiries contact info@obsr.co.uk