Managed Portfolio Indices

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

Money is constantly at work, flowing through the financial system to fund investment, support economic activity and create opportunities for investors. That flow of capital is fuelling strong credit growth, driven by artificial intelligence…

The MPI Summary Reports for August 2026 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…

Circular AI deals are a risk worth watching, but stronger businesses and real demand are keeping the long-term opportunity intact. AI has faced a more testing summer Artificial intelligence (AI) has faced a more…

MP Analytics Limited (MPI) are delighted to welcome Union Bancaire Privée, UBP SA as the latest contributing Investment Manager to MPI, the STEP Member Service. UBP is an independent, family-owned, Swiss bank, founded 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…

For internationally mobile families, investment strategy involves a layer of complexity that purely domestic portfolios do not. It is not enough to build a portfolio optimised for current circumstances. The portfolio must remain efficient,…

As the US marks its 250th anniversary, its economic foundations remain strong, underpinned by innovation, deep capital markets and resilient institutions. Higher interest rates and policy uncertainty may contribute to periods of volatility, while…

“Why Japanese Capital May Finally Be Coming Home”: Westminster Asset Management Investment Strategist Peter Lucas looks at developments in Japan, for the first time in a while. Peter argues that a number of long…