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

Closing the Portfolio Construction Gap - nonprofits
Investment Strategy

Closing the Portfolio Construction Gap: A Total Portfolio Approach to Investment Oversight for Nonprofits

Managing a non-profit's investment portfolio is a challenging and intricate task, regardless of whether that program is managed internally or overseen by an Outsourced Chief .....
Rethinking Portfolio Risk
Risk Management

Rethinking Portfolio Risk: A Factor-Based Perspective

Traditional measures of risk often focus on surface-level indicators such as historical volatility or scenario-based stress tests. These tools are useful, but they can miss .....