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.

Sharing the knowledge

Blog articles

Clarity in a time of uncertainty.

James Hoare

18 December 2018

In times of market stress, it is more important than ever to understand how your managers are weathering the storm. This CPD event will share some insights into the effect of recent market events…

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…

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…