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 • 2 min read

Target market has been selected by most advisers as the most crucial factor for model portfolio service (MPS) selection in 2024, The Lang Cat has found.

Its Analyser MPS software revealed that nearly three-quarters (72%) of MPS due diligence exercises ranked ‘target market' as the most crucial factor for MPS selection in 2024. Top 10 most selected features as part of due diligence in 2024   Category Feature % 1 About Us Target Market 72.41 2 Range Features Underlying Ongoing Charge (OCF) 67.82 3 About Us Negative Tarket Market 66.67 4 Investor Category Retail 65.52 5 Range Features Minimum Investment Criteria ...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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