Join Transact MPS Manager, Ben Roberts, and BlackRock’s Hugo Thompson, as they explore the increasingly popular world of model portfolio services (MPS). In this episode, we look beyond performance and fees to uncover the deeper factors that determine whether an MPS truly fits a client’s needs.

You’ll learn about:

• Why performance and cost are only the starting point when comparing providers
• The three pillars of MPS assessment: objectives, investment universe, and portfolio management
• The shift toward broader diversification, including alternatives and factor‑based equities
• The importance of dynamic asset allocation in today’s market
• Why clear, simple communication is essential for supporting client understanding

Whether you’re an adviser assessing MPS options or simply curious about multi‑asset investing, this episode offers practical insights designed to help you deliver better outcomes.

Listen now and follow on Spotify or Apple Podcasts.

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For more information visit our website at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.