March 2020

Dark clouds closing in for MPS incumbents

The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in this space. Read our thoughts on what the future may hold. Read our thoughts on what the future may hold.

Recent Insights

Stress Testing Private Assets in a Total Portfolio Approach
Investment Strategy

Beyond Point-in-Time Metrics: Stress Testing Private Assets in a Total Portfolio Approach

Private assets don't just require a different allocation approach. They require a different way of thinking at every stage of portfolio management, including how resilience .....
separating investment IP from IT
Investment Technology

Beyond the Build vs. Buy Debate

Why Forward-Thinking Investment Firms Are Separating IP from Investment Technology. .....