Managed Portfolio Indices

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

In case you weren't aware, an important election is approaching in the United States. The 2024 US election will take place on Tuesday, November 5th, 2024. The victorious candidate will assume office in the…

The MPI Summary Reports for October 2024 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 2024 are now available online for you to view and download. To use our interactive perfomance reports please click the button below. You can also download the summary reports below.

The cost-of-living impact is already felt by many. Whilst it is affecting individuals and families across the UK, it is also having an increasing effect on the charities sector.  Our Head of Charities and…

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…

Charles Bathurst-Norman, Investment Director, discusses why so many American companies are moving their supply chains closer to home, and the impact this is having on the US economy. In recent years, the United States…

Exchange-traded funds are popular across the investment community as a means of providing access to a wide range of financial assets, usually at low cost. They trade in a similar fashion to stocks and…

Compound interest is often hailed as the eighth wonder of the world, a concept that can significantly enhance your financial growth if harnessed correctly. By understanding and utilising the power of compound interest, individuals…