Futureproofing Your MPSNov 3 2022

Is investing directly within an MPS a good idea?

To understand the nature of direct equity investing
To discover how fees may impact model portfolio construction
To understand how diversification can be achieved via the ownership of direct equities

To understand the nature of direct equity investing
To discover how fees may impact model portfolio construction
To understand how diversification can be achieved via the ownership of direct equities

CPD

Approx.30min

CPD

Approx.30min

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CPD

Approx.30min

Is investing directly within an MPS a good idea?

Investing directly in equities or bonds allows for a highly targeted approach and may also enable fees to be lower, but what are the risks and challenges associated with this approach?

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A model portfolio manager who chooses to invest directly in equities or bonds, as opposed to buying third-party funds, may be saving on fees and able to be very precise in terms of what they invest in, but it is a resource-intensive approach and may also mean portfolios are not especially diversified.

This article, which comes with 30 minutes of CPD, will give you an understanding of the nature of direct equity investing; how fees may impact model portfolio construction; and how diversification can be achieved via the ownership of direct equities.