We have partnered with ESG Accord to help with this. ESG Accord is an independent technical compliance firm specialising in ESG and sustainability and they carry out regular assessments. Every range they have an assessment for is highlighted in Analyser.

We’ve set up a category under ‘Range Product Details’ with multiple ESG/Sustainable datapoints.

We’re adding more every month but we currently have: 7IM 8AM abrdn AJ Bell Investcentre Albert E Sharpe Alpha Beta Albemarle Street Partners Arbuthnot Latham Aspen Barras Capital Management Blackfinch Investments Brooks Macdonald Canaccord Genuity Wealth Management Charles Stanley Wealth Managers Clever Marlborough Copia Crossing Point CS Investment Managers EBI EPIC Investment Partners EQ Investors

If data is not displayed for a portfolio, then performance results are not available for that period.

We’ve written a blog post on this.

Analyser shows performance and volatility for every portfolio. The data represents cumulative figures, net of investment costs and MPS fees unless indicated. The data is provided quarterly by the MPS provider, and we rely on each MPS provider for ensuring reliability and accuracy of their own data. Although data is believed to be reliable and

MPS Features Comparisons only looks at range level features. There is a “Portfolios” category, but it won’t pull anything within the MPS Features comparison. To compare the portfolios level information, we created a separate comparison The third option on the comparisons page MPS Portfolio Comparisons is where you can compare the portfolio level of information.

We’re all ears – email your suggestion to [email protected] and if it’s something we can do, we’ll do our best to add it and ask providers to give us the relevant data. If there’s some reason we can’t add your chosen feature, we’ll let you know.

That’s easy. Drop us a line at [email protected] with the name of the provider and we’ll contact them. It will also speed matters up if you contact your BDM and let them know how much you’d like to see their MPS on Analyser.

Let’s start with what MPS stands for. In Analyser, MPS stands for Managed Portfolio Service. A MPS is a range of portfolios managed by a DFM that any financial planner or adviser can invest in.  They are usually risk rated and managed through rebalancing, fund changes and weightings of every underlying asset. The MPS is available