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MPI was launched back in 2012 as a new STEP Member Service and is distributed free to STEP members and Private Client Practitioners. Its core aim is to bring about transparency and understanding between the trustee and discretionary investment management professions with regard to communicating investment risk and understanding investment returns. The Indices have been designed to be used by STEP Members as performance benchmarks. These incorporate clearly defined risk parameters, which naturally align with the fiduciary role, using the parameters of maximum drawdown and volatility. Furthermore the indices are calculated using data supplied by Investment Managers specifically for portfolios managed on behalf of persons acting in a fiduciary capacity. Indices are available in GBP, USD & EUR, and the risk categories are Low, Medium and High risk... In order to ensure that the MPI maintains its relevance to members and demonstrates continuing high levels of integrity, a Practitioners..

Primary location: St Helier United Kingdom