Managed Portfolio Indices

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

The MPI Summary Reports for October 2022 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…

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…

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…

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…

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…