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.

We have 49 MPS providers so far with more coming soon. If there is one you’re looking for 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

We’ve written a blog post on this.

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

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.

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