Finscape is pleased to announce that it has launched a new investment opportunity tracker for discretionary fund managers (DFMs) and model/managed portfolio services (MPS) providers called MPS Scope.
A growing number of advice firms choose to outsource investment solutions and portfolio management responsibilities to third parties. Until the launch of MPS Scope, it was difficult, if not impossible, to know which advice firms use third-party investment solutions.
Finscape gathers comprehensive holdings and flow information, including model portfolio and DFM usage, and reconciles it against its flagship intermediary database. MPS Scope allows DFMs and MPSs to gain insight into:
- the size of the opportunity at all advice firms
- whether advice firms outsource or insource investment solutions
- the use of MPS, multi-asset/single strategy funds and active/passive strategies by advice firms
- MPS-specific analytics and metrics such as MPS assets and DFM concentration.
Bella Caridade-Ferreira, co-founder and joint Managing Director of Finscape, said “Finscape has the most detailed and comprehensive coverage of the investment distribution landscape in the UK. We provide key information to asset managers and DFMs about who are buying and holding their funds and investment solutions, and on which platforms. With this service, we’re making it easy for DFMs and MPS providers to find advice firms that are interested in their services.”
We hold regular webinars and events to share and showcase our unrivalled distribution intelligence and insights. Don’t miss out by signing up for our newsletters and events on the Finscape website: https://finscape.co.uk/.
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About Finscape
Finscape is a joint venture between leading fund research house, Fundscape, and financial services systems supplier Equisoft (formerly Altus). For more details about our distribution intelligence services, visit finscape.co.uk.
For more information, please contact:
Bella Caridade-Ferreira
Joint Managing Director
Tel: +44 (0)7980 241298
bella@finscape.co.uk