The TMPI Focus List

This latest evolution by TMPI has been created to allow STEP Members, Trustees and Private Client Practitioners to create a bespoke quarterly report detailing the performance of any of the TMPI subscribing investment managers by request, a list of which can be seen here www.trusteempi.com/im-directory .

In addition to the bespoke Focus List report containing the managers of your choice, you have the ability to request (from any subscribing manager, not just those on your Focus List) to receive a copy of the latest quarter end ‘Manager Report’. This report provides a full in depth analysis of the manager against the peer group, providing information not just on performance and risk but also asset and currency allocation over time.

Our approach is to provide investors and potential investors with robust information to monitor their managers in a cohesive way on a quarterly basis.