Managed Portfolio Indices

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

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…

Exchange-traded funds are popular across the investment community as a means of providing access to a wide range of financial assets, usually at low cost. They trade in a similar fashion to stocks and…

The MPI Summary Reports for August 2024 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…

Compound interest is often hailed as the eighth wonder of the world, a concept that can significantly enhance your financial growth if harnessed correctly. By understanding and utilising the power of compound interest, individuals…

The MPI Performance Reports for Q2 2024 are now available online for you to view and download. To use our interactive perfomance reports please click the button below. You can also download the summary reports below.…

Sitting on my shelf at home is a well-thumbed and dog-eared copy of one of my favourite books, Bill Bryson’s A Walk in the Woods. The book follows Bryson’s attempt to thru-hike the Appalachian…

It is an old truism that reflects the large extent to which the United States has been the world’s superpower for a sustained period. Today, there are several emerging challengers for this podium position.…

We are pleased to confirm that Veritas Investment Partners is now Meridiem Investment Management. Inspired by the concept of time, the new name reflects their focus on protecting and growing clients’ wealth over the…