Futureproofing Your MPS  

Guide to choosing an MPS provider

  • To understand the variety of options available when considering an MPS
  • To discover the different attitudes to risk within MPS
  • To understand how platforms interact with MPS solutions
CPD
Approx.60min
Guide to choosing an MPS provider

Introduction

By Chloe Cheung

The rise in outsourcing of the investment management function by advice firms in recent years has been met with a similar rise in the number of model portfolio service or similar type products coming to market.

This guide, which comes with 60 minutes of CPD, will examine the considerations an advice firm should bear in mind when choosing an MPS provider.

The sections examine the considerations around platform choice and availability, attitudes to and measures of risk, in the range of different solutions on offer, and the range of other considerations. 

chloe.cheung@ft.com

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What is one of the factors Abrdn's Day says is driving greater acceptance of bespoke MPS?

  2. What does Day say could be a consequence of firms capping the fees they pay an MPS?

  3. What is one of the challenges identified by Quilter Cheviot's Doherty to using multiple platforms?

  4. What does Iboss's Atkin suggest as part of the due diligence process?

  5. Which market does Georgiou at Morningstar identify as suitable for passives?

  6. Which of the below does Davies of Oxford Risk identify as making an MPS less suitable?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • To understand the variety of options available when considering an MPS
  • To discover the different attitudes to risk within MPS
  • To understand how platforms interact with MPS solutions

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