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

top-down bottom-up technologies
Investment Technology

The complete picture: How bottom-up and top-down technologies enhance investment decision-making

Why pick one, when having both can enhance your investment decision-making. Read how by combining both top-down and bottom-up technologies, investment managers can design and .....
connecting manager research and asset allocation
Asset Allocation

Improving portfolio outcomes by better connecting manager research and asset allocation

Most investment firms have distinct teams, systems and analytical approaches for conducting manager research and asset allocation. In this paper we consider how manager research .....