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MPS Report: The Evolving MPS Landscape

Data-driven analysis shaping the future of model portfolio services

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REPORT SUMMARY

The evolving MPS landscape

Over the past decade, portfolio costs have fallen by 43%, from 1.00% to just 0.56%. Active and passive allocations have reached near parity at 53% to 47%. UK equity exposure has compressed from 16% to 5%.

These aren't just numbers. They represent a fundamental shift in how portfolios are designed, managed and delivered to clients.

FE fundinfo's MPS Universe dataset tracks 1,500 models from 75+ providers used by over 5,000 advisory firms. This report analyses a decade of portfolio evolution and identifies four critical trends reshaping discretionary investment management.

See the MPS Universe clearly

For the first time, FE Analytics brings the UK's richest dataset and daily-validated data for total MPS oversight, enabling you to:

  • Access top-level MPS data, reports and documentation from 85+ DFMs
  • Conduct your MPS research without switching between systems
  • Evaluate models using new MPS Crown Ratings and sector classifications

The most recommended investment vehicle in the UK advisory space, now available in the investment research and analysis tool used by 80% of UK advice firms.

 

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