MPS performance is 'more important than ever' for advisers

More emphasis is also being placed on brand and reputation

Isabel Baxter
clock • 1 min read

The importance of model portfolio service (MPS) performance is “more important than ever”, according to RSMR’s annual adviser survey.

The survey conducted for RSMR by Research in Finance including 169 investment advisers as respondents, revealed that the importance of MPS performance is at its highest level since the survey began three years ago. The most often selected key features of a good provider of managed portfolio cited by respondents was performance at 83%, followed by charges at 79% and availability on platform(s) at 69%. It also found that advisers are placing significantly more emphasis on an established brand and reputation in an increasingly competitive market. This was highlighted by 31% - a rise from...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Top ten recommended MPS investments in Q2

Top ten recommended MPS investments in Q2

Tatton Classic Core Active tops the table

Isabel Baxter
clock 15 July 2026 • 2 min read
Dimensional launches 'complete solution' MPS

Dimensional launches 'complete solution' MPS

Equity and fixed income

clock 06 July 2026 • 1 min read
Canaccord Wealth launches MPS for UK-based US expats

Canaccord Wealth launches MPS for UK-based US expats

Available to advisers on Morningstar

Sophia Panayi
clock 02 July 2026 • 2 min read