Guide to choosing an MPS provider
CPD
Approx.60min
- To understand the variety of options available when considering an MPS
- To discover the different attitudes to risk within MPS
- To understand how platforms interact with MPS solutions
Guide to choosing an MPS provider
- To understand the variety of options available when considering an MPS
- To discover the different attitudes to risk within MPS
- To understand how platforms interact with MPS solutions
CPD
Approx.60min
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Introduction
By Chloe Cheung
The rise in outsourcing of the investment management function by advice firms in recent years has been met with a similar rise in the number of model portfolio service or similar type products coming to market.
This guide, which comes with 60 minutes of CPD, will examine the considerations an advice firm should bear in mind when choosing an MPS provider.
The sections examine the considerations around platform choice and availability, attitudes to and measures of risk, in the range of different solutions on offer, and the range of other considerations.
chloe.cheung@ft.com
In this guide
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