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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

Clarity in time of uncertainty

MPI - A STEP Member Service

18 February 2019

In times of market uncertainty, it is more important than ever to understand how your managers are weathering the storm. This CPD event will show you how, using MPI’s free service and tools you…

BEYOND THE BOTTOM LINE

KEEPING AN EYE ON ENVIRONMENTAL, SOCIAL AND GOVERNANCE FACTORS CAN YIELD MORE THAN JUST A CLEAR CONSCIENCE

John Soler

23 November 2018

There is a rapidly increasing demand from families for responsible investing in their portfolios, particularly among the ‘next generation’.¹ Families increasingly want their investments to line up with their personal values, and are seeking…

A Decade Since the Fall of Lehman’s

Penny Lovell, Sanlam Private Office

12 October 2018

It’s a decade since the Lehman collapse. A seminal moment in financial history that divided time for anyone that works in money. Before Lehman and After Lehman. An event so major not only from…

The rise and rise of passive investing

Duncan MacInnes, Ruffer

07 September 2018

If there are more passively managed assets than actively managed – what could this mean? Soon, for the first time ever, there will be more money managed passively than actively in the US.…