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The Trustee Managed Portfolio Indices (TMPI), provided by Enhance as a STEP member service, are now available through Morningstar Direct, the cloud-based investment analysis platform from Morningstar Inc., (NASDAQ: MORN), a leading provider of independent investment research.
The Trustee Managed Portfolio Indices aim to bring about transparency and understanding between trustees and discretionary investment management professionals with regards to understanding investment risk and returns.
Acting as a benchmark for portfolio performance, the indices are issued quarterly through STEP as a free STEP member service.
Through Morningstar Direct, investors can access the full suite of TMPI returns for low-, medium-, and high-risk portfolios denominated in each of GBP, EUR and USD currency, and can download historical and current index performances.
James Painter, CEO of Enhance, said: “At Enhance we are proud to provide the TMPI service, which has proven to be a resource that is truly world-class. With the new availability of the indices on leading investment analysis platform Morningstar Direct, we are pleased to see TMPI take its place alongside the other major global indices.
"By accessing TMPI through Morningstar Direct, investors can make further use of technology to gain a clear view of their portfolio’s performance across all risk groups."
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