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.

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Test post

06 May 2021

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Ghosts of the past

Julian Chillingworth, Chief Investment Officer, Rathbone Investment Management

18 March 2021

Are we due a re-run of the Roaring Twenties? And if so, what does that mean? Julian Chillingworth, Chief Investment Officer, Rathbone Investment Management, looks back at the world’s last post-pandemic recovery and a…

Renewable energy’s coming of age

Amy Clarke & Fred Kooij, Tribe Impact Capital

02 March 2021

The MSCI Alternative Energy Index (comprised mainly of wind and solar companies and their supply chains) posted an extraordinary 105% in 2020, more than double the Nasdaq’s over the same timeframe (42%)1. 2020 has…

February Estimates

MPI

01 March 2021

The MPI Performance Estimates for February 2021 are now available to download. These estimates are based on our internal models of how client portfolios are likely to have performed over the previous month. To…

Q4 Performance Reports

James Hoare

26 January 2021

The MPI Performance Reports for Q4 2020 are now available online for you to view and download. To obtain your copy please click the button below. Performance Reports The table above shows a summary of the…

The difference between ESG and Impact

Amy Clarke & Fred Kooij, Tribe Impact Capital

05 November 2020

The strength of impact investment strategies lies in the clarity of the goal: to invest in well-run businesses seeking to solve global problems. Many Environmental, Social and Governance (ESG) investment strategies position themselves as…

Latest News

29 September 2020

Management buy-out takes MPI independent from Enhance. MPI are pleased to announce that they have completed a management buy-out by acquiring the remaining share capital from Enhance Group Limited. As part of this deal, Enhance MPI Ltd, which operates the Managed…

The Govvies Conundrum

Christian Armbruester, Blu Family Office

21 August 2020

Why it is time to move on from buying government bonds. The yield on long term government debt in the US (and many other countries) used to be more than 15% in the eighties.…