Isio’s Managed Portfolio Service is now available to research and assess as part of your due diligence in Analyser.
Isio Group is an investment and pensions advisory business working with pension trustees, employers, family offices and charities among others. It was set up in March 2020 following a management buyout of KPMG’s UK Pensions and Investment Practice, and as a group has £300bn in assets under advice.
The company is owned by private equity firm Aquiline Capital Partners and Isio partners.
The investment solutions division Isio Investment Management was established in 2024, with its MPS portfolios launched in April 2025. Total MPS assets under management is currently £103m.
The MPS portfolios available to research and compare in Analyser are:
- Isio Cautious
- Isio Conservative
- Isio Moderate
- Isio Growth
- Isio Adventurous
- Isio Income
- Isio Global Equity
These are available across five platforms.
Isio says its proposition is about bringing “institutional grade thinking” to retail investments.
The investment philosophy is based on four key principles: a focus on strategic asset allocation, reducing complexity (aiming to avoid overlapping holdings within portfolios or ‘overdiversification’), avoiding expensive, overly complicated strategies and low turnover portfolios.
It is backed by a 30-strong research team. The MPS charge is 0.15%, and the ongoing charges figure ranges from 0.24% to 0.32%.
Isio also offers advice firms white-labelling and bespoke investment solutions.
Isio Investment Management portfolio manager Daniel Nilsson says: “We are looking forward to working with the Analyser and lang cat community and we are aligned with the lang cat on the importance of greater transparency as the MPS market evolves.
“Making our portfolios available through an independent tool supports advisers in clearly evidencing the decisions they make for clients.”
Isio is among the latest MPS providers to join Analyser. You can find out more about all the providers featured, including Isio, on Analyser’s MPS directory.
If there’s a provider you’d like to see on Analyser, let us know and contact the provider to encourage them to get the wheels in motion.
Want to see how Analyser could help streamline your due diligence? Get started now and explore how Analyser can support your platform and MPS research.
