Managed Portfolio Indices

A Free STEP Member Service promoting best practice by providing effective workflows to assist Trustees with investment related activities

The MPI Summary Reports for September 2026 are now available to download. This month's reports cover our new range of seven MPI indices: Fixed Income, Low, Low to Medium, Medium, Medium to High, High…

Markets can become more volatile ahead of the midterms, but increased certainty after the vote could provide support for equities. With two months to go until the US midterm elections, Republicans, led by President…

Money is constantly at work, flowing through the financial system to fund investment, support economic activity and create opportunities for investors. That flow of capital is fuelling strong credit growth, driven by artificial intelligence…

Circular AI deals are a risk worth watching, but stronger businesses and real demand are keeping the long-term opportunity intact. AI has faced a more testing summer Artificial intelligence (AI) has faced a more…

MP Analytics Limited (MPI) are delighted to welcome Union Bancaire Privée, UBP SA as the latest contributing Investment Manager to MPI, the STEP Member Service. UBP is an independent, family-owned, Swiss bank, founded in…

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…

For internationally mobile families, investment strategy involves a layer of complexity that purely domestic portfolios do not. It is not enough to build a portfolio optimised for current circumstances. The portfolio must remain efficient,…

As the US marks its 250th anniversary, its economic foundations remain strong, underpinned by innovation, deep capital markets and resilient institutions. Higher interest rates and policy uncertainty may contribute to periods of volatility, while…