Managed Portfolio Indices

A Free STEP Member Service promoting best practice by providing effective workflows to assist Trustees with investment related activities

Jeremy Hunt made two big announcements regarding pensions in yesterday's budget.The Lifetime Allowance charge will be removed from 6th April 2023 and fully abolished in April 2024. Talk over the last few days had been…

The MPI Summary Reports for February 2023 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…

MP Analytics Limited (MPI) are delighted to welcome Ramsey Crookall & Co as the latest contributing manager to MPI, the STEP Member Service. Ramsey Crookall is the Isle of Man’s longest-established independent firm of…

MPI will be hosting a free CPD session focussing on fiduciary investments and how best practice can be achieved through using the MPI Platform, www.mpindices.com. The session will last approximately 45 minutes, followed by…

MP Analytics Limited (MPI) are delighted to welcome Spring IM Limited as the latest contributing manager to MPI, the STEP Member Service. Spring IM Limited are an investment management firm based in the Channel…

The MPI Performance Reports for Q4 2022 are now available online for you to view and download. To obtain your copy please click the button below. Investment Managers Survey The MPI Sterling index posted positive returns…

As we head towards the 2023 revaluation, there are some major changes in the world of business rates that will have a significant impact on ratepayers. The fundamental review of business rates has now…

Although a buzzword of our time, Artificial Intelligence (AI), is not a new concept. The earliest substantial work in the field was done by logician and computer pioneer Alan Turing, famed for his contributions…