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Why bespoke reports?

Many advisers are keen to understand the whole range of alternative investment options available

to them because they want to retain their ‘independent’ status, be certain of covering the whole-of-

market and feel confident that they can source the best possible solutions for their clients.

However, because many alternatives are investing in unquoted companies or unconventional

assets advisers often have concerns. These concerns centre on risks, liquidity and their own lack

of knowledge. Investment providers spend a considerable amount of their time and effort helping

advisers address these concerns.

Intelligent Partnership’s bespoke reports reduces the time that providers have to spend overcoming

these objections. The reports educate advisers on the topic, filling in the gaps in their knowledge

and allowing them to make informed decisions about a particular alternative investment asset class.

Providers can then focus their efforts on explaining their investment proposition, without having to

make a case for the sector first.