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Comparing MPS in Analyser
Let’s start with what MPS stands for. In Analyser, MPS stands for Managed Portfolio Service.
A MPS is a range of portfolios managed by a DFM that any financial planner or adviser can invest in. They are usually risk rated and managed through rebalancing, fund changes and weightings of every underlying asset.
The MPS is available directly from the DFM or through a third party platform – such as a platform! Either way, it means anyone can access the discretionary managed portfolios; they are not tailored to an individual.
There are two different legal structures for MPS; Agent as Client or Reliance on Others. Analyser includes details of the legal structure of every MPS.
We’re adding more every month but we currently have:
- AJ Bell Investcentre
- Albert E Sharpe
- Alpha Beta
- Albemarle Street Partners
- Arbuthnot Latham
- Barras Capital Management
- Blackfinch Investments
- Brooks Macdonald
- Canaccord Genuity Wealth Management
- Charles Stanley Wealth Managers
- Clever Marlborough
- Crossing Point
- CS Investment Managers
- EPIC Investment Partners
- EQ Investors
- Evelyn Partners
- King & Shaxson
- LGT Wealth Management
- M&G Wealth
- Puma Investments
- Quilter Cheviot
- RBC Brewin Dolphin
- Sparrows Capital
- Timeline Portfolios
- Transact – BlackRock
- Tribe Impact Capital
- Trust DFM
Analyser shows performance and volatility for every portfolio. The data represents cumulative figures, net of investment costs and MPS fees unless indicated. The data is provided quarterly by the MPS provider, and we rely on each MPS provider for ensuring reliability and accuracy of their own data. Although data is believed to be reliable and accurate, we can’t take responsibility for this, or guarantee accuracy.
Why, for some providers, are there some years where there isn’t data in the performance scatter graph?
If data is not displayed for a portfolio, then performance results are not available for that period.
When comparing MPS features, why don’t the features change when I update the group “Range Product Details” and category “Portfolios”? It continues to display the previously selected category.
MPS Features Comparisons only looks at range level features. There is a “Portfolios” category, but it won’t pull anything within the MPS Features comparison. To compare the portfolios level information, we created a separate comparison
The third option on the comparisons page MPS Portfolio Comparisons is where you can compare the portfolio level of information.
We’ve set up a category under ‘Range Product Details’ with multiple ESG/Sustainable datapoints.