MARKETS & INVESTING
NAVIGATING THE DIVERSE LANDSCAPE OF MPS REQUIRES CAREFUL CONSIDERATION AND EVALUATION .
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The ‘ fit ’ with your business . Every adviser business is unique , possessing its own distinct characteristics . The significance of a harmonious ‘ fit ’ with an investment partner cannot be overstated and is probably the hardest element to measure . Take the time to engage in multiple discussions with key contacts at the firm . This will provide you with a tangible sense of what the ongoing engagement entails and how it aligns with the unique aspects of your business , creating an important lasting relationship .
The adoption of an MPS should ideally result in significant efficiencies for both your advisory firm and your investment clients . To harness these benefits , it ’ s essential to reflect on your current advice process and consider how the introduction of an MPS might impact it .
Reflecting on the above aspects should guide you towards a well-informed decision , one that not only streamlines efficiencies within your business but also enhances the value of your client relationships .
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Synergy with your advisory process . A pivotal advantage of incorporating an MPS is the anticipated increase in efficiency for both your advisory firm and your clients . Reflect how this aligns with your current advice process – will it necessitate changes or can it seamlessly complement the existing format ? Will there be significant synergy within this process and the relevant providers to deliver those efficiencies ?
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Investor communications . Decide on your ideal requirements , understand what portfolio services will be provided . What will you receive and how often ? Assess whether this will support your client engagement , aiming to enhance the review process for your clients , making it more engaging and valuable , while simultaneously streamlining effectiveness and efficiency for your Advisory team .
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Service and support . Gain a comprehensive understanding of the available resources at your disposal from relevant providers . Assess if these resources are adequate for both you and your client needs . Clarify who your designated contact will be in case of questions or queries . Additionally , ascertain whether you have access to Portfolio Managers when specific market challenges arise , ensuring prompt and effective responses .
To find out more about Momentum ’ s long-standing Managed Portfolio Service please visit our website : www . momentum . co . uk / UK-MPS
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Important Notes . This document is only intended for use by the original recipient , either a Momentum Global Investment Management Limited ( MGIM ) client or prospective client and does not constitute investment advice or an offer or solicitation to buy or sell . This document is not intended for use or distribution by any person in any jurisdiction in which it is not authorised or permitted , or to anyone who would be an unlawful recipient . The original recipient is solely responsible for any actions in further distributing this document , and in doing so should be satisfied that there is no breach of local legislation or regulation . This document should not be reproduced or distributed except via original recipients acting as professional intermediaries . This document is not for distribution in the United States . Any opinions expressed herein are those at the date this document is issued . Data , models , and other statistics are sourced from our own records , unless otherwise stated . We believe that the information contained is from reliable sources , but we do not guarantee the relevance , accuracy , or completeness thereof . Unless otherwise provided under UK law , MGIM does not accept liability for irrelevant , inaccurate , or incomplete information contained , or for the correctness of opinions expressed . Past performance is not generally indicative of future performance . The Momentum Managed Portfolio Services ( MPS ) are applied to client accounts by the platform provider and it may take some time for the client accounts to mirror the performance of the MPS . It is for this reason that client accounts may not achieve exactly the same returns as the MPS . The performance of the MPS is based on the actual performance of the underlying funds included in the portfolios . The value of investments , and the income derived , may fluctuate and as a result there is no guarantee that the investment objectives of the MPS will be achieved and it is possible that an investor may incur losses , including a loss of the principal invested . MGIM ( Company Registration No . 3733094 ) is authorised and regulated by the Financial Conduct Authority in the United Kingdom and has its registered office at The Rex Building , 62 Queen Street , London EC4R 1EB . © MGIM 2024 .
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