MPS Report
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Using a thematic approach in model portfolios
We talk to Ben Gilbert, lead model portfolio manager at Sarasin and Partners. Q1: What is unique about Sarasin’s investment philosophy and…
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MPS webinar: save the date and book your place now
We are delighted to invite you to attend our upcoming webinar in the MPS space. Join us on Thursday 11th November for…
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Schroders: Managed Portfolio Services Due Diligence
Schroders As a global investment manager, our overall purpose is to help build the long-term future prosperity of our clients. We recognise…
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Managed Portfolio Services Research Report 2021/22 now available
We are delighted to announce that our 2021/22 comprehensive annual MPS report is now available to our Financial Adviser readers. Click here…
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MPS in the spotlight
It’s time to revisit the Managed Portfolio Services Research space for the IFA Magazine Annual Report 2021. Compliance Consultant Tony Catt takes…
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Supporting effective MPS due diligence
This is the final article in IFA Magazine’s popular series looking at the detailed research which has been compiled by compliance specialist,…
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MPS – Digging down into the data
As the latest part of IFA Magazine’s recent series of articles looking at the 2020 Managed Portfolio Services Research from Compliance Consultant…
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Environmental, social and governance (ESG) investment
While researching this report, there seemed to be a lot of providers who were majoring on their ESG credentials. I found that…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP…
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Managed Portfolio Services Research Annual Report Free Sample | IFA Magazine | August 2020
I work as an independent compliance consultant working mainly with IFA firms around London and the South-East. I have several firms for…
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