ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
Model Portfolios
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Albion joins forces with P1 to launch discretionary investment service
Offers a discretionary version of Albion’s smartersuccess investment service launched in 2006
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Invesco teams-up with Just Group to roll out retirement product
Risk-rated by Dynamic Planner and available to advisers via the 7IM platform
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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BlackRock MyMap growth shines light on rapid rise of multi-asset funds
The range has reached £1.84bn in asset value
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind