MPS performance is 'more important than ever' for advisers

More emphasis is also being placed on brand and reputation

Isabel Baxter
clock • 1 min read

The importance of model portfolio service (MPS) performance is “more important than ever”, according to RSMR’s annual adviser survey.

The survey conducted for RSMR by Research in Finance including 169 investment advisers as respondents, revealed that the importance of MPS performance is at its highest level since the survey began three years ago. The most often selected key features of a good provider of managed portfolio cited by respondents was performance at 83%, followed by charges at 79% and availability on platform(s) at 69%. It also found that advisers are placing significantly more emphasis on an established brand and reputation in an increasingly competitive market. This was highlighted by 31% - a rise from...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Target market tops criteria for MPS selection in 2024 as advisers prioritise suitability

Target market tops criteria for MPS selection in 2024 as advisers prioritise suitability

Advisers move from performance to target market as most crucial factor

Isabel Baxter
clock 20 January 2025 • 2 min read
Tatton retains pole position on Defaqto's top ten MPS list

Tatton retains pole position on Defaqto's top ten MPS list

Only four solutions retained their place within the top ten

Isabel Baxter
clock 09 January 2025 • 2 min read
Bespoke MPS solutions 'key trend' going into 2025

Bespoke MPS solutions 'key trend' going into 2025

‘Advice firms want something that’s right for their business'

Isabel Baxter
clock 20 December 2024 • 3 min read