Managed Portfolio Indices

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

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…

The MPI Summary Reports for July 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 Q2 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 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.…

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…

MP Analytics Limited (MPI) are delighted to welcome Rothschild & Co Wealth Management UK as the latest contributing Investment Manager to MPI, the STEP Member Service. Rothschild & Co has been at the centre…

Westminster Asset Management Investment Strategist Peter Lucas considers moves in the precious metals markets.  With gold having led the charge over the last couple of years, Peter believes that recent strong gains in other…

What is a Semiconductor? A semiconductor is a material that lies between a conductor (like copper) and an insulator (like glass) in terms of its ability to conduct electricity. Thanks to its unique properties,…