Press

MPI solutions and research are frequently featured in a number of financial and investment media outlets.

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X-ray exam: what is really behind Gars’ bad run?

A comprehensive investigation into Standard Life Investments’ Global Absolute Return Strategy (Gars) fund sheds light on why the £27 billion fund has struggled recently. Read more on this insight at Wealth Manager.

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Do Low-Vol Funds Deliver On Their Promises?

MPI has a new report out on Barrons looking at low-vol smart beta funds. The firm’s conclusion? Low-vol does deliver on its claim to keep volatility down, but outperformance is trickier.

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Investors urged to rethink role of fixed income

Given the low yield environment, fixed income investing is less able to play its traditional role. But rather than taking on more risk to hunt for yield, should bonds be used in a more defensive manner to diversify portfolios? MPI addresses this topic on Professional Wealth Management.

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Here’s how Yale’s endowment left its Ivy League rivals behind

MarketWatch reports that MPI said asset allocation remained the most important factor in endowment performance, as returns at Ivy League endowments dropped off over the past year.

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Can Anyone Beat David Swensen?

The short answer, following a year in which the Yale CIO and the endowment he leads avoided carnage in commodities and emerging markets, is no. Here’s why.

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Many Ivy League Endowments Fail To Make The Grade

There’s book smart and there’s money smart, and sometimes those two things don’t coincide. That could be the takeaway from the latest data from risk analytics firm MPI (Markov Processes International, which reviewed how Ivy League endowments are performing this year. The answer is not great for many of America’s top schools. See more about these insights on Barron’s.

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Markov Launches TDF Evaluator

Mutual fund industry publication Fund Action covers the launch of MPI Target-Date Radar, “aimed at meeting the demands of defined contribution consultants for a more robust and quantitative evaluator not associated with a particular asset manager.” Click here to read the press release.

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Top Portfolio Products: MPI Launches TDF Application for DC Plans

ThinkAdvisor, the digital outlet for wealth management trade publication Investment Advisor Magazine, includes the launch of MPI’s Target-Date Radar in its weekly review of new products for advisors. Click here to read the press release.

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The Daily Brief: MPI Debuts New TDF Selection Tool

In its daily email to advisors, WealthManagement.com covers the release of MPI Target-Date Radar. The article quotes MPI client Chas Mansfield, CIO of Compass Financial Partners, who discusses the need to use independent and objective tools in light of the DOL Conflict of Interest (Fiduciary) Rule. Click here to read the press release.

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MPI Releases Target-Date Radar

Planadviser, a publication for retirement fiduciaries and consultants, writes up the launch of MPI Target-Date Radar. Reporter Javier Simon notes the tool aims to use robust analytics to “uncover exposures that manage longevity, volatility and inflationary risks” and quotes MPI client Chas Mansfield, CIO of Compass Financial Partners, who discusses the importance of using independent, objective tools for the evaluation of TDFs. Click here to read the press release.