The struggles of measuring MPS performance

Comparing the performance of model portfolio solutions can sometimes be a challenge, given the difference risk levels and approaches across the market. This week David Thorpe and Joseph Wilkins discuss the trials and tribulations of achieving this, given Arc's recent decision to launch a performance index. They also discuss SDR labelling regulations and the FCA's decision to pause these for portfolio managers, and the recent recovery of a poor performing fund. The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions. To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.