Discover the Deep Data Insights Powering Modern Portfolio Strategy

For decades, wealth management has operated like a collection of black boxes. Firms guard their strategies closely, sharing only what they must and benchmarking against carefully selected metrics. But in an increasingly data-driven world, opacity for its own sake hides crucial strategic insights. 

What if greater market visibility doesn't diminish your competitive edge, but actually enhances it? With access to comprehensive Model Portfolio Service (MPS) data, modern firms can transform how they develop strategy, serve clients and grow their businesses.
"We've transformed what was once a closely guarded dataset into a powerful tool for the wealth management industry", explains Nick Whatling, Head of Ecosystem at FE fundinfo. "This democratisation of MPS data is changing how firms benchmark, analyse and optimise their investment strategies".

Consider how one might leverage deeper market intelligence:

Strategic Positioning 
Rather than operating in isolation, wealth managers can now understand their true market position. Using aggregated MPS data, a regional firm could discover they weren't as differentiated as they thought—several competitors had quietly adopted similar US equity tilts. This insight enabled them to pivot their strategy and marketing toward their genuinely unique strengths.

Performance Enhancement 
Historical performance analysis is moving beyond simple peer comparison. Firms can now decompose returns across different market conditions, validating their investment approaches and identifying specific areas for improvement. This level of granularity is helping them build more resilient portfolios.

Operational Excellence 
Data-driven decision making is transforming everything from rebalancing frequency to resource allocation. One wealth manager discovered their quarterly rebalancing schedule was more frequent than necessary, leading to excessive trading costs without corresponding performance benefits.

These applications are just the tip of the iceberg. As David Scholes, Head of New Sales at FE fundinfo notes:

"The wealth management firms who lead the industry today will be those that leverage comprehensive MPS data to make informed decisions. Beyond comparing performance, they will actually gain a complete view of the market so they can be data-driven while they plan their next phase of growth".

Learn more about how market intelligence, delivered through flexible feeds, can transform your wealth management strategy. 

Download our comprehensive guide: "Breaking the Black Box: 5 Strategic Applications Powered by MPS Data Feeds".