News

Post UK Election Manager Commentaries

Following the result of the UK Election, please see a selection of our TMPI managers comments and views.

 

The Ongoing Problem of Meeting Income Requirements of Trust Beneficiaries

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James Johnsen, Director of Church House Investment Management provides an insight into: The Ongoing Problem of Meeting Income Requirements of Trust Beneficiaries.

Post US Presidential Election – Manager Commentaries

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Republican candidate Donald Trump has won the 2016 US Presidential Election to become the 45th President of the United States of America.
In light of this result, we have asked our TMPI Managers what impact they see this outcome having on markets.

US Presidential Election – Manager Commentaries

Post EU Referendum – Manager Commentaries

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Following the decision of the British people to leave the European Union after a historic referendum, please see the attached document for TMPI subscribing mangers views on the decision in favour of Brexit.

Post EU Referendum – TMPI Manager commentaries

Trustee Managed Portfolio Indices now available through Morningstar Direct

JamesPainter

The Trustee Managed Portfolio Indices (TMPI), provided by Enhance as a STEP member service, are now available through Morningstar Direct, the cloud-based investment analysis platform from Morningstar Inc., (NASDAQ: MORN), a leading provider of independent investment research.

 
The Trustee Managed Portfolio Indices aim to bring about transparency and understanding between trustees and discretionary investment management professionals with regards to understanding investment risk and returns. Acting as a benchmark for portfolio performance, the indices are issued quarterly through STEP as a free STEP member service.

 
Through Morningstar Direct, investors can access the full suite of TMPI returns for low-, medium-, and high-risk portfolios denominated in each of GBP, EUR and USD currency, and can download historical and current index performances.

 
James Painter, CEO of Enhance, commented:
“At Enhance we are proud to provide the TMPI service, which has proven to be a resource that is truly world-class. With the new availability of the indices on leading investment analysis platform Morningstar Direct, we are pleased to see TMPI take its place alongside the other major global indices. By accessing TMPI through Morningstar Direct, investors can make further use of technology to gain a clear view of their portfolio’s performance across all risk groups.”

 

Note to Editors
Morningstar Direct™ is the cloud-based investment analysis platform from Morningstar, Inc., Morningstar Direct provides professional investors with institutional-quality data, analytics and research to help in the selection, creation and marketing of investments. Morningstar Direct is licensed by portfolio managers, professors, wealth managers and others who use the platform to access timely data, institutional research, private and third-party content, and rigorous analytics and productivity tools. Morningstar Direct provides data on more than 510,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data on more than 17 million equities, indices, futures, options, commodities and precious metals, in addition to foreign exchange and Treasury markets.

 

About Enhance
Established in 2005, Enhance is a market-leading company providing Investment Consultancy, Investment Reporting, Wealth Consultancy & Treasury Services to Trust Companies, Charities & Private Clients, with Fintech at its core. They have gained an exceptional reputation for delivering services through the use of innovative proprietary technology and now have in excess of over £20 billion of assets under review across 12 jurisdictions with full service offices in Jersey, London and the Cayman Islands. They continue to innovate and deliver financial services that provide long term solutions based on technology but with the foundations of integrity, experience and professionalism. Enhance’s status as a genuinely independent company ensures an impartial approach.

 
About STEP
STEP is the worldwide professional association for those advising families across generations. They promote best practice, professional integrity and education to their members. Their members help families plan for their futures: from drafting a will or advising family businesses, to helping international families and protecting vulnerable family members. Today STEP has over 20,000 members across 95 countries, including lawyers, accountants and other trust and estate specialists.