Transact – BlackRock MPS Goes Live With FE Analytics

At the heart of the Model Portfolio Service is BlackRock’s investment process. Together with BlackRock we aim to make it easy for you to analyse, understand and report on that process.

Upon signup, you receive a copy of the ‘Investment Guidelines’ which detail the parameters on risk, asset allocation, models composition, rebalancing, and costs. The underlying holdings are non-complex funds (Exchange Traded Funds, Index mutual funds) and cash provided by global investment managers and do not contain any complex investment products. The Transact platform provides transparency on portfolio holdings, costs, and charges, with access to a range of reports to help you analyse and assess the portfolios’ ongoing suitability.

The models are also mapped to a range of industry leading risk profilers and research systems. These include:

• Defaqto
• Dynamic Planner
• eValue
• FinaMetrica
• The Lang Cat MPS Analyser
• Morningstar Direct / Managed Portfolio Database
• Oxford Risk.

 

We are pleased to announce that the Transact – BlackRock MPS is now live on FE Analytics MPS Directory.

If you’d like to know more about the Transact – BlackRock MPS head to the Transact Online and go to: Templates > Transact – BlackRock MPS.

If you’re thinking about outsourcing or reviewing your current investment strategy, and would like to discuss the Transact – BlackRock MPS, please get in touch with Ben Roberts, Transact MPS Manager, on:

Mobile: 07717 846574

Email: broberts@integrafin.co.uk

Book a meeting | Microsoft Bookings

 

1. Introduction
2. TOL Recent Enhancements 
3. Transact API Integrations
4. Administration of Transfer Deposits From Third-Party Providers 
5. Adviser Trends from 2024 Investment Trends Study.
6. Transact-BlackRock MPS Goes Live on FE Analytics
7. Pension Scheme Death Benefits Post 6 April 2024
8. Succession Planning
9. Interest on Cash Deposits
10. Transact Events 2024