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 March 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…

MP Analytics Limited (MPI) are delighted to welcome Westminster Asset Management as the latest contributing manager to MPI, the STEP Member Service. Westminster is an independent, owner-managed, private client asset management business based in…

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 FIM Capital as the latest contributing manager to MPI, the STEP Member Service. FIM Capital Limited are an independent investment management and fund administration firm based…

The MPI Performance Reports for Q4 2024 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.

If, like me, you have had the pleasure of reading earnings report after earnings report over the past two years, you would have noticed a growing number of companies outlining plans to integrate Artificial…

A Chinese AI start-up called DeepSeek generated a lot of noise over the weekend after mainstream news outlets picked up on their new ‘R1’ model, which appears to offer equivalent performance to some of…