Management Portfolio Service (MPS)

Many advisers recognise the value of outsourcing the investment management function allowing them to focus solely on giving financial advice. Our MPS offering allows advisers to access J M Finn’s fund selection expertise via a range of risk rated model portfolios accessed via the J M Finn platform built to mirror the asset allocations of the five PIMFA Private Investor Index Series.

Key features:

• A range of five model portfolios that blend both passive (Core) and active (Satellite) investment strategies
• The models mirror the five PIMFA Private Investor Index Series asset allocations
• The portfolios have been mapped to both Dynamic Planner and eValue risk  outputs
• Custody of assets on J M Finn’s platform
• Disciplined rebalancing policy manages risk, responds to shifts in global markets and guards against portfolio drift
• Intermediary retains client relationship
• Access to an experienced investment team who have been running MPS mandates for over 10 years
• Regular reporting with bespoke quarterly investment updates