Five options, one disciplined process
Managed Portfolio Service (MPS) solutions
What is the Managed Portfolio Service?
Services aligned to your clients’ objectives and risk levels, spanning index, core, active, sustainable and MPS Pro – all built on and governed by a disciplined process and available across leading platforms.
Active Managed Portfolio Service
Six core risk-rated models, actively managed. The portfolios make use of investment companies, as well as open-ended funds and passives. Our significant experience using investment companies provides an additional tool not usually found in the majority of MPS services.
Core Managed Portfolio Service
Seven risk rated models and two additional income-focused strategies, all actively managed. Portfolios are constructed using a blend of range of investment tools, including open-ended funds and passives.
Index Managed Portfolio Service
Five risk rated models, actively managed and constructed using a full suite of passive investments. Investors benefit from low-cost exposure to our asset allocation expertise.
Sustainable Managed Portfolio Service
Six risk rated models that are designed to deliver long-term capital growth through a multi-asset, fund of funds approach. Suitable for clients seeking a balance between financial returns and sustainability related preferences.
MPS Pro
Our dual-branded service provides access to our ready-made MPS solutions but with the added value of reinforcing your brand on marketing material. You can either adopt our ready-made solutions, or if these don’t meet your target market needs, our Tailored MPS may be a suitable alternative.
Our awards
Our Managed Portfolio Services have achieved 5-star Defaqto* ratings since 2012.
*Defaqto is a leading financial information, ratings and fintech business.