Join us on Tuesday 28th April for a 1-hour session with experts from Verve and Aspen to unpack the latest on MPS Solutions.

How to choose MPS solutions wisely: a more practical approach to DFM due diligence

With the Managed Portfolio Service (MPS) market continuing to grow rapidly and regulatory expectations rising, advisers are being asked to show not just that they’ve done due diligence, but how and why they’ve made the choices they have.

This webinar takes a practical and conversational approach to DFM MPS due diligence. Rather than relying on dense slide packs, performance tables or cost comparisons, the session focuses on the judgement calls that really matter when selecting and retaining MPS solutions.

Andrew Spence brings over 20 years’ experience in investment management to the discussion. Before founding Aspen, he held senior roles including CIO and Head of Fund Research, spending thousands of hours assessing funds, DFMs and model portfolios across market cycles. This session draws on that experience to explore how advisers can think more clearly and more confidently about MPS selection

The webinar will move beyond headline performance and price to focus on:

What actually makes a good MPS solution, including investment philosophy, decision‑making discipline, governance, and how portfolios are managed through different market environments

• How to spot the real differences between MPS providers in a crowded and often opaque market.
• Common mistakes and distractions in MPS due diligence and why performance and cost rarely tell the full story.
• How to build a simple, repeatable and well‑documented approach to MPS due diligence that aligns with your Central Investment Proposition (CIP) without becoming overly complex .
• Common mistakes and distractions in MPS due diligence and why performance and cost rarely tell the full story.

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How to spot the real differences between MPS providers in a crowded and often opaque market
Common mistakes and distractions in MPS due diligence and why performance and cost rarely tell the full story
How to build a simple, repeatable and well‑documented approach to MPS due diligence that aligns with your Central Investment Proposition (CIP) without becoming overly complex

The session will also touch on how due diligence should evolve over time, including what to monitor, what should trigger deeper review, and when a panel change may or may not be justified.

Learning Objectives:

• Gain a practical, easy‑to‑use framework for evaluating and selecting MPS solutions.
• Build greater confidence in making well‑reasoned and defensible MPS decisions.
• Take away actionable ideas that can be applied immediately to show value to clients.