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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

Good as Gold

Harry Rogers CFA

02 December 2019

The world has accumulated the highest peacetime debt in history. To quote 13D Research: “Since 2007, global debt has surged $116 trillion to $244 trillion currently – an increase of $128 trillion. Global debt…

Investment Policy Statements

A view from the regulator

James Hoare

02 November 2019

The power to delegate investment management has been an essential element of trust law for many years. However, as Jill Britton, Director of Supervision at the Jersey Financial Services Commission explained at a recent…

Behavioural Biases

How preconceptions can affect your investment decisions.

Andrew Prosser

31 October 2019

Many people think of investing as being a rational, logical process. However, investment decisions are subject to the biases and emotions of the people who make them. It is therefore important for investors to…

Oil – The $100 Question.

Colin McInnes

15 July 2019

Few things stir emotions amongst investors more than the price of oil. Most of us use oil in some form or another, and an increasing number of people do not want to use it…