MANAGED PORTFOLIO INDICES A STEP Member Service

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.

Investment Insights

To receive our quarterly reports and monthly
estimates please subscribe below.

Flattening the Curve: Lessons from Asia

James Hoare

23 March 2020

At a time where we are all struggling to comprehend the human, social and economic cost of the coronavirus, we will be providing regular 'flash estimates' based on our modelling of the performance of…

Making sense of markets amid COVID-19

James Hoare

19 March 2020

At a time where we are all struggling to comprehend the human, social and economic cost of the coronavirus, we are planning to provide more regular 'flash estimates' based on our modelling of the…

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…