TRANSACT – BLACKROCK MPS UPDATE
Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested.
Latest performance
We are pleased to report that most of the Transact – BlackRock models have achieved top quartile performance against their peer group since inception. Crucially each of the models has achieved that performance whilst maintaining risk within its target range.
Head to Transact and go to: Templates > Transact – BlackRock MPS to view the latest performance, marketing brochures and investment commentaries.
BlackRock Insights: Help clients stay invested amid market volatility
We’ve seen significant volatility in markets in 2025 which is a timely reminder of the importance of diversification within investment portfolios. One of the key features of the Transact – BlackRock MPS is the broad range of assets that the models have access to, to ensure that they can deliver competitive returns across a wide variety of market environments. This diversification helps to limit the impact of events in any particular region or company.
BlackRock have created a series of conversation starters designed specifically for engaging with clients during market downturns. Click here to view and download them.
Transact – BlackRock: Regional investment lunches
We are excited to announce a series of regional investment lunches that we will be running in partnership with BlackRock. During these sessions we will uncover some of the key strategies adopted by institutional investors and consider how we can apply these to improve portfolio outcomes in the retail space. We will also take a broader look at the current macro-economic landscape and how this is impacting client portfolios.
Please see details and instructions on how to book your place below.
Agenda: Investing Like a Sovereign Wealth Fund
In this session we discuss one of market’s open secrets: retail investors tend to underperform ‘institutional’ investors such as sovereign wealth funds and endowment funds. So, what is the key to their success? We analyse the strategies used by high performing investors to meet and exceed their investment objectives and consider how these same techniques can be incorporated into the investment portfolios run by advisers. The session has the following learning objectives:
What you’ll learn:
- How to identify return differences across investor types.
- Understand four key drivers of long-term investment success.
- Apply proven strategies to enhance multi-asset portfolios.
We will conclude the session with a review of the current macroeconomic landscape, the implications for client portfolios and a Q&A over lunch.
The session qualifies for up to 1.5 hours of unstructured CPD, providing invaluable insights for advisers seeking to achieve better outcomes for their clients.
Dates & Venues
| Date | Venue | Registration Link |
|---|---|---|
| 23 April 2025 11am – 1pm | Harrogate: Rudding Park Hotel, Follifoot, Harrogate, HG3 1JH | Register here Rudding Park |
| 14 May 2025 11am – 1pm | London: BlackRock, Drapers Gardens, 12 Throgmorton Avenue London, EC2N 2DL | Register here London |
| 12 June 2025 11am – 1pm | Cardiff: Hensol Castle Park, Hensol, Vale of Glamorgan, CF72 8JX | Register here Cardiff |
We will be announcing more dates/venues in the next couple of weeks, please get in touch if you’d like to know more.
Stay Informed with our monthly MPS Newsletter
Our Transact – BlackRock MPS newsletter provides a monthly update on the service, keeping you informed on any changes to the service, updates to marketing material and includes a monthly market commentary from BlackRock. If you’d like to receive a copy, such as this, please get in touch and we will add you to the distribution list.
Get in touch
If you’d like to receive our regular newsletter, performance updates and market commentaries, as well as details of our forthcoming investment webinars, just drop us an email.
If you would like to discuss this or any aspect of the service, please contact:
Ben Roberts (Transact MPS Manager)
Mobile: 07717 846574,
Email broberts@integrafin.co.uk,
Book a meeting | Microsoft Bookings
1. Introduction
2. TOL Recent Enhancements
3. Our New Account Opening API
4. CURO 3 & Fee Reconciliation
5. FCA Ongoing Service Review
6. Transact – BlackRock MPS Update
7. Offshore Reporting Funds – Excess Reportable Income and Capital Gains
8. Tax Year End Reporting – Annual Allowance Charge And Scheme Pays
9. A Study In Gifting – Distributing Benefits From A Relevant Property
10. Interest On Cash
11. Transact Events 2025