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 July 2021 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…

A thematic review conducted by the Guernsey Financial Services Commission showed that fewer than half of trust firms were setting basic objectives for their trusts. This is perhaps not a surprise as documenting the…

The MPI Performance Reports for Q2 2021 are now available online for you to view and download. To obtain your copy please click the button below. Investment Managers Survey Over the period, portfolio activity was much…

We are delighted to welcome Berenberg as the latest contributing manager to MPI, the STEP Member Service. Berenberg was established in 1590 and is one of Europe's leading privately owned banks offering Wealth and…

Owning an asset directly is not always achievable or in line with your overall investment objective. Henry Birt uses the current Bitcoin rally to explore how else investors might join the bandwagon. Bitcoin’s meteoric…

The UK is at risk of falling into a ‘gender split’ coronavirus recovery – with men getting back into the labour and savings market faster than women. This has been exacerbated by our return…

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…

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…