Copia News

Performance will always be a key factor in assessing a DFM, but we hear from the planners we work with that service visibility, accessibility and the day-to-day interaction count for almost as much. In the third wave of our research with the lang cat, CIPs in 2026: Tuning the Engine for Growth, we asked firms what would make them review or switch provider. Persistent underperformance came first (85%), with poor service or reporting a close second (71%). With almost two-thirds (63%) of firms now mostly outsourcing to MPS, the quality of the relationship has a direct bearing on the service they can give their own clients.
Consumer Duty has played a part in the move to outsourcing. In February 2025, the FCA said it would examine how MPS providers are applying the Duty. The spotlight is on providers for now, but we believe this is a good opportunity for planners to review their approach and the providers they partner with…

This is the last blog in my tips series on outsourcing, based on our latest research with the lang cat, CIPs in 2026: Tuning the Engine for Growth.

The first two blogs covered formal governance and holding providers to account to get the best out of an outsourced CIP. This final article looks at why firms should consider the future direction of their CIP, and how their operations may need to adapt as their business, and the market around it, changes.

In our first blog on CIPs in 2026: Tuning the Engine for Growth, our latest research with the lang cat, we looked at the case for formal governance when outsourcing a CIP, including robust documentation and monitoring processes. Now we’re turning our attention to how firms interact with their providers to make sure they are getting the best value from outsourcing…

US Treasuries have been back in the news this week following the US’s intervention to prop up the yen in Japan. With Japan holding more US Federal debt than any other nation, the American’s can ill afford a situation where the yen drops so low they must sell off their US bonds.

While the US dollar remains the anchor of the global financial system, with dollar‑denominated assets forming the core of official foreign exchange reserves, recent data indicates a measurable shift in reserve composition (hence why Japan overtook China as the largest holder of US Treasuries in 2019) and, more importantly, in how incremental reserves are allocated…

Since I joined Copia back in April, I have been working with the team to review our proposition which in turn should help you better support your clients.
I am delighted that we will be heading into September with four new additions to strengthen our Sales and Investment teams. This is a big step forward on our path to get the right expertise to meet our ambitious plans for the future…

Having just passed her seven-year anniversary with Copia, we asked our Head of Operations, Marina Contato to take some time out of her busy day to reflect on her time with us!