You can now research and compare Saltus Portfolios as part of your MPS due diligence inside Analyser. Saltus was founded in 2004 with the aim of bringing institutional style fund management to UK private clients. Saltus launched its MPS ranges in 2014, and currently has over £5bn in MPS assets under management. The Saltus investment
Tag Archives: MPS
For financial advice professionals, conducting thorough platform and MPS due diligence is essential. Analyser streamlines this process, offering a data-driven approach to assess and compare platforms whilst maintaining independence from providers. Understanding your options The Everything plan If your firm regularly reviews platform suitability and needs ongoing access to market insights, the Everything plan provides
So here we are, the end of another year. 2024 has been a busy one, and the impression we get is that goes as much for you as advice professionals as it does for us at Analyser. Here’s a snapshot of some of things we’ve been up to in order to support and inform your
You can now compare and research Invesco as part of your MPS due diligence in Analyser.
Analyser can be used by many sections of the financial advice and planning sector, including platform and MPS providers.
Analyser has been updated to include the Dimensional Core, Core Plus and Sustainability Wealth Models – a set of portfolio suites offered by Dimensional and implemented by ebi Portfolios.
Two MPS ranges from MAIA are now available to include in the comparison, due diligence and suitability exercises you run in Analyser. The ranges are: These are available on eight platforms. MAIA says it is “open-minded” in its investment strategy, allowing for more esoteric funds as part of its asset allocation and will consider funds
Subscribers to Analyser can now catch up on two essential pieces of insight into the platform market: Both pieces of insight are available exclusively to subscribers and are essential reading for anyone serious about platform and investment due diligence. There’s no need for you to miss out. You can give Analyser a go with a
Five portfolios from Morningstar Wealth are now available to include in the comparison, due diligence and suitability exercises you run in Analyser.
Liontrust’s managed portfolio service is now available for Analyser subscribers to compare and research as part of their investment due diligence. Liontrust launched as an asset manager in 1995 and listed on the London Stock Exchange in 1999. Its MPS was launched in 2014 and it has £138m in MPS assets under management as at
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