Managed Portfolio Indices

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

After years of bond-market volatility, investors are once again facing elevated yields - but this time the story is global, not home-grown. 2025’s long end reflects a worldwide reset in borrowing costs caused by…

The MPI Summary Reports for October 2025 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…

The MPI Performance Reports for Q3 2025 are now available online for you to view and download. To use our interactive performance reports please click the button below. You can also download the summary reports below.

After a summer of headlines, one theme has moved from the policy pages to the market screens: growing political pressure on the US Federal Reserve. Investors are asking what this could mean for interest…

For over a decade, the American equity market has been the natural home for discretionary managers seeking reliable long-term growth. The allure has been undeniable: world-leading innovation, deep capital markets, and a steady stream…

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…

In investment management, we constantly seek certainty - the right fund, perfect timing and reliable data. Yet the markets rarely play ball and seldom work in tandem with our desire for clarity. They can…

After fifteen years of underperformance compared to US equities, it is understandable that investors might be sceptical about the idea that investing in European equities will be, to use a phrase, different this time.…