Beyond the Portfolio — Platform Pricing Using Maths & Stats to Make Decisions.

What a Good MPS Provider Actually Brings to the Table

This post is first in a series of how we used mathematics — not guesswork — to challenge a compliance network's assumptions on platform pricing, and how we approached the challenge.

Please note - This post is purely educational, based on our experience and the approaches we've used over 26+ years in financial planning and investment management.

Its purpose is to: 1) spark discussion, 2) help evolve professional standards, 3) encourage the use of mathematics and statistics in decision-making, and 4) give newer entrants a sense of how we’ve approached problem-solving.

Introduction

A good Model Portfolio Service should do more than manage money. It should understand the practice around it.

At 451 Analytics, that's the whole premise. We understand the role of the adviser. We understand financial planning. We understand how a Financial Planning practice actually operates, day to day.

We speak your language, and we understand your clients and their needs — because we've sat where you sit.

That experience adds real breadth and depth to what we bring your business, well beyond portfolio construction.

Attached Presentation

The slides attached to this post provides you with a brief overview of our approach to challenge a compliance departments assumption, on Platform Pricing, and pricing research regularity and how we approached evidencing our points.

Please Note Personal views.

Educational content; not investment or financial advice or an offer of any security or fund interest. Any results shown are illustrative. Past or hypothetical results do not guarantee future results.

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