Analyser has been updated to include the Dimensional Core, Core Plus and Sustainability Wealth Models – a set of portfolio suites offered by Dimensional and implemented by ebi Portfolios.
Tag Archives: MPS
19
Jun
Jun
Five MPS ranges from MAIA are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: For details of cost, performance, investment approach and much more on these ranges, log into Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all
07
Jun
Jun
Subscribers to Analyser can now catch up on two essential pieces of insight into the platform market: Both pieces of insight are available exclusively to subscribers and are essential reading for anyone serious about platform and investment due diligence. There’s no need for you to miss out. You can give Analyser a go with a
06
Jun
Jun
Five portfolios from Morningstar Wealth are now available to include in the comparison, due diligence and suitability exercises you run in Analyser.
22
May
May
Liontrust’s managed portfolio service is now available for Analyser subscribers to compare and research as part of their investment due diligence. Liontrust launched as an asset manager in 1995 and listed on the London Stock Exchange in 1999. Its MPS was launched in 2014 and it has £138m in MPS assets under management as at
22
May
May
Copia Capital has launched two new MPS ranges designed for clients in retirement. These ranges can now be assessed and compared on Analyser. Copia was formally launched as a DFM in 2016 and started out life as a division of the Novia platform, which has since rebranded to Wealthtime. Its new ranges are: · Select Retirement
15
Feb
Feb
Every quarter we update Analyser with the latest performance data for MPS propositions. Performance data for Q4 2023 is now live on Analyser.
07
Dec
Dec
The Blackfinch managed portfolio service has now been added to Analyser for you to include as part of your investment suitability process.
04
Dec
Dec
Requested by an Analyser subscriber, Blackfinch Investments portfolios are now available to include in the comparison, due diligence and suitability exercises.
04
Dec
Dec
Subscribers can now access three ranges from Albemarle Street Partners via Analyser. ASPIM Growth, Income and ESG portfolios are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. We’ll share more about them in coming weeks. We’re adding more MPS providers all the time. If there’s a MPS