Managing conflicts of interest using an adviser's own investment products

Donny Hay asks how trustees can manage ‘own product’ recommendation conflicts

clock • 4 min read
Donny Hay: Some disallow any internal product recommendations but this isn't always a perfect solution
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Donny Hay: Some disallow any internal product recommendations but this isn't always a perfect solution

For defined benefit (DB) trustees, one common conflict of interest arises when investment advisers recommend their own investment products.

Whether the adviser is a fiduciary manager or an investment consultant, they stand to earn more in fees by recommending their own products. This creates an obvious conflict of interest - between th...

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