This year has seen renewed opportunity in the sector as gross sales of managed portfolio services (MPS) bounced back 13% over the first half of 2023, up from the third quarter of 2002. Growth has been underpinned by trends including the growing demand for customisable investment products, the rise of ESG investing, and new entrants fueling competition in pricing.
With MPS becoming the default option for advisory firms, providers and managers have had to broaden their opportunity set across asset classes and strategies to offer investors choice in volatile and uncertain capital markets.
Learn why cost and communication are becoming increasingly important in an ever-complex world and how the increasing use of managed portfolio services is reshaping the investment advisory industry.
In this guide, we discuss what Consumer Duty means for MPS, we weigh up the case for active versus passive, and we look at how to navigate turbulent markets with model portfolios. We also hear directly from managers at Carmignac, Invesco, LGIM, Quilter, Schroders and Tatton on MPS sector trends and themes and we take a look under the hood of their offerings.
To read more about trends driving the MPS industry and how to benefit from the sector, fill in the form below.