written by Natalie Holt
Thursday, 29 February 2024
LGIM’s model portfolio service is now available for you to research as part of your investment due diligence inside Analyser.
LGIM is the global asset management business of Legal & General Group, and its MPS was launched in 2021. It has £100m in MPS assets under management.
The ranges are aimed at retail and professional clients with a minimum investment of £10,000.
Based on a low-cost approach using multi-asset and index strategies, LGIM says it uses its scale to bring down fund management costs and in turn pass these savings on to clients.
There are three growth ranges available:
- LGIM Index Model Portfolios
- LGIM Blended Model Portfolios
- LGIM ESG Model Portfolios
The MPS is available on 13 platforms.
Adviser resources and support includes rebalancing summary updates, factsheets, videos from fund managers, quarterly MPS reports and an ESG sales aid.
LGIM also provides adviser and client brochures and resources on adviser related topics.
LGIM head of regional sales Antony Teare says: “Since the launch of our MPS we continue to see demand from advisers for competitively priced and flexible model portfolio solutions.
"Our scale as one of the largest asset managers in the world means we can leverage our multi-asset expertise, responsible investing and stewardship credentials at a competitive price."
He adds: "We continue to grow AUM and platform availability as we want to support advisers when they are making comparisons of MPS as seamless and transparent as possible. That’s why we are delighted to make our MPS available via Analyser from the lang cat, which simplifies the due diligence and comparison process for advisers.”
There are currently 48 MPS providers available to research in Analyser. You can find out more about each of these, including LGIM, on Analyser’s MPS directory.