Managed Portfolio Indices

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

We are pleased to confirm that Veritas Investment Partners is now Meridiem Investment Management. Inspired by the concept of time, the new name reflects their focus on protecting and growing clients’ wealth over the…

The MPI Summary Reports for March 2024 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…

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…

There are few things more depressing than the thought of running out of money before we reach the end of our lives. Most of us would like to leave a legacy for our children.…

It was this pronounced deceleration in price growth that ultimately drove last year’s market rally. Had inflation remainedcloser to a double-digit pace, policymakers would have struggled to call time on rate hikes, let alone…

The MPI Performance Reports for Q4 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.…

When a Multi-Family Office May be Better Than a Single-Family Office. Vikash Gupta explains the differences between single- and multi-family offices and how to decide which to choose. Creators of great wealth will eventually…

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…