MPI - A STEP Member Service
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MPI - A STEP Member Service Details
The Trustee Managed Portfolio Indices (TMPI) are provided as a STEP Member Service. The Indices show the performance of a peer group of investment portfolios that are managed on a discretionary basis on behalf of persons acting in a fiduciary capacity. TMPI has been launched as a new STEP Member Service and will be 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 incorporating clearly defined risk parameters, which naturally align with the fiduciary role. The parameters are maximum drawdown and volatility. TMPI are available in GBP, USD & EUR, and the risk categories are Low, Medium and High risk. The indices are calculated using data supplied by Investment Managers specifically for portfolios managed on behalf of persons acting in a fiduciary capacity.
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