MANAGED PORTFOLIO INDICES A STEP Member Service

The MPI Summary Reports for December 2021 are now available to download. These reports contain the latest estimates on how client portfolios are likely to have performed over the previous month. To obtain your…

It is increasingly apparent that the world needs to rapidly decarbonise and switch towards cleaner energy generation technologies or face unfavourable climate change and lasting planetary damage. Hydrogen offers clean fuel potential to reach…

Why critics might be wrong about deserting the multi-billion 60/40 portfolio. The logic for holding fixed income is increasingly under scrutiny but exiting could do more harm than good Wherever you look, the bond…

The MPI Performance Reports for Q3 2021 are now available online for you to view and download. To obtain your copy please click the button below. Investment Managers Survey Over the quarter, around a third of…

Why it is not a question of if, but when, and what we are going to do about it. If something has gone up a lot, there is the possibility that it will come…

A guide for Trustees Setting long term investment objectives has always been a difficult task and none more so than when acting as a trustee, especially when there can often be multiple beneficiaries with…

We are delighted to welcome Canaccord as the latest contributing manager to MPI, the STEP Member Service. Canaccord Genuity Wealth Management is part of the Canaccord Genuity Group Inc. a publicly traded company on the…

A thematic review conducted by the Guernsey Financial Services Commission showed that fewer than half of trust firms were setting basic objectives for their trusts. This is perhaps not a surprise as documenting the…