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Analysis
Planet MPS: Apart from the crowd
Andy Parsons hunts for common factors in this year's Defaqto MPS Comparator Awards shortlists
Better business
Gianluca Berghella: Break down the walls of fund management’s siloes
Data integration can address poor traceability, data quality and compliance concerns
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Richard Warne: Cut through the AI, energy and inflation noise
Today’s headlines can be loud and often unsettling but the key for investors is not to overreact
Andy Parsons: What are MPS’s biggest fund exposures? Part 2
Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Alex Funk: Why the MPS market has a structural problem
Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved
AI of the beholder: From process automation to strategic alpha
A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi
Andy Parsons: What are MPS’s biggest fund exposures? Part 1
What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?
Will FCA review help wealth-sector M&A mature & advance?
The consolidation review should not so much slow M&A as create larger, better-quality deals
Model behaviour: Time for a different climate?
If the AI trade wobbles further, investors may start to shift their thinking on model portfolio strategies
How mid-sized wealth managers and IFAs can use M&A to grow
As a service that is increasingly in demand, writes Andrea Bertolini, wealth management is at an exciting moment
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
