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Got questions about Analyser? You’re in the right place

Find all you need to know about what Analyser has to offer, plus the questions we get asked the most (and the answers, obviously)

If you have an Analyser experience you’d be happy to share, please drop us a line.

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:

  • 7IM
  • 8AM
  • abrdn
  • AJ Bell Investcentre
  • Albert E Sharpe
  • Alpha Beta
  • Albemarle Street Partners
  • Arbuthnot Latham
  • Aspen
  • Barras Capital Management
  • Blackfinch Investments
  • Brooks Macdonald
  • Canaccord Genuity Wealth Management
  • Charles Stanley Wealth Managers
  • Clever Marlborough
  • Copia
  • Crossing Point
  • CS Investment Managers
  • EBI
  • EPIC Investment Partners
  • EQ Investors
  • Evelyn Partners
  • Hawksmoor
  • HSBC
  • IBOSS
  • King & Shaxson
  • LGT Wealth Management
  • M&G Wealth
  • O-IM
  • P1
  • Parmenion
  • Puma Investments
  • Quilter
  • Quilter Cheviot
  • Rathbones
  • RBC Brewin Dolphin
  • Rockhold
  • Sarasin
  • Schroders
  • Sparrows Capital
  • Tatton
  • Timeline Portfolios
  • Transact – BlackRock
  • Tribe Impact Capital
  • Trust DFM
  • Waverton
  • Whitechurch

That’s easy. Drop us a line at [email protected] with the name of the provider and we’ll contact them. It will also speed matters up if you contact your BDM and let them know how much you’d like to see their MPS on Analyser.

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.

We’ve written a blog post on this.

If data is not displayed for a portfolio, then performance results are not available for that period.

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’re all ears – email your suggestion to [email protected] and if it’s something we can do, we’ll do our best to add it and ask providers to give us the relevant data. If there’s some reason we can’t add your chosen feature, we’ll let you know.

We’ve set up a category under ‘Range Product Details’ with multiple ESG/Sustainable datapoints.

We have partnered with ESG Accord to help with this. ESG Accord is an independent technical compliance firm specialising in ESG and sustainability and they carry out regular assessments. Every range they have an assessment for is highlighted in Analyser.

Got questions?

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Complete the form with details of your query or email us at [email protected]

If you already have an account and would like to book a consultation with the team, you can do that here.

If you’ve had an experience of Analyser that you’d like to share with others, we’d love to hear about it. Share your thoughts here too.

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