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…

The MPI Summary Reports for August 2023 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…

The MPI Performance Reports for Q2 2023 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.…

On the eve of the Coronation, is cash the investors’ King once again? Cash has been an afterthought for investors ever since the global financial crisis. In early 2009, the Bank of England lowered…

RBC Wealth Management on 2 May 2023 Without legislation to raise the nation’s borrowing limit, the U.S. will likely be forced into a debt default, conceivably as early as next month.The politics and negotiations…

At the beginning of March, strong economic and survey data suggested that the central bank hiking cycle led by the Fed was far from complete. This suggests that the ultimate level of interest rates…

Jeremy Hunt made two big announcements regarding pensions in yesterday's budget.The Lifetime Allowance charge will be removed from 6th April 2023 and fully abolished in April 2024. Talk over the last few days had been…

MP Analytics Limited (MPI) are delighted to welcome Ramsey Crookall & Co as the latest contributing manager to MPI, the STEP Member Service. Ramsey Crookall is the Isle of Man’s longest-established independent firm of…