Welcome To MPI Helping navigate the world of investments

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

We've Launched!

Announcing the new MPI Website

29 October 2018

We are delighted to announce the launch of our new MPI website. There are now more online tools, reports and information to help you find, compare and select managers for your clients' portfolios. A FREE…

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.…

The Shock Factor

Richard Stammers, KW Wealth

07 September 2018

It was a dark and stormy night - 22 people were dead, 15 million trees had fallen down, wreckage blocked roads and railways and a Channel ferry foundered near Folkestone. The bill for the…