Mabel Insights CEO Lawrence Cook has canvassed the MPS market to provide insight on the art of rebalancing portfolios. Here he shares what he learned from the biggest names in the market…
Mabel Insights, a business that provides research capability for advisers wanting to explore model portfolio services (MPS), has engaged with a number of our discretionary fund manager (DFM) partners to explore portfolio rebalancing and enlighten advisers on how it works in practice. Companies that took part were Brooks Macdonald, Charles Stanley, M&G, MAIA, Quilter Cheviot, Sarasin & Partners, Sparrows Capital, Tatton Investment Management and Waverton Investment Management. This piece of work reveals the thought and care taken when managing client portfolios on behalf of advisers. T...
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