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The Managed Portfolio Indices (MPI) is a free to use STEP member service to help private client advisors find, compare and select discretionary investment managers for their clients. To create your own focus list of managers please sign up above and then go to our directory. To subscribe to our monthly performance reports please click the button below.

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Blog articles

Investment Policy Statements: A Regulator's View

MPI

01 May 2019

THURSDAY, JUNE 13 4:00PM – 7:30PM THE ROYAL YACHT, ST HELIER, JERSEY, JE2 3NF Register Here Successful client outcomes start with a comprehensive Investment Policy Statement. In this CPD qualifying event, Jill Britton from…

Online Investment Policy Statements

James Hoare

09 April 2019

We are delighted to announce the launch of our online Investment Policy Statement app. Using this FREE online tool you can create your Policy Statements by answering a series of questions about your trust…

The Time is Now

Why there is never a wrong time to start investing new cash

James Johnsen

28 February 2019

New clients, or existing clients with new cash to invest, often ask whether it might be better to hold off investing amid such uncertainty about the direction of markets. 2018 was not a good…

Uncovering disruptive growth themes

The value of investment research

Robert Alster

28 February 2019

Over the past decade, traditional industries have seen increasing competition from innovative new companies entering the market with lower-priced products, better business models, or even an entirely new approach. As the pace of change…