L&G’s Model Portfolio Service
Trusted Partnerships
Lasting Commitment
Expertly mixed solutions.
Finding the right solution for you and your clients
The L&G Model Portfolio Service is aimed at investors looking to grow their investments to help them meet their long-term goals. At the heart of this discretionary investment service is our selection of model portfolios, designed to meet the needs of a wide range of investors.
Our Model Portfolio Service is a partnership. We are committed to helping both you and your clients. Your clients remain yours, and you stay in control of how your clients should invest. We simply support you and help to manage your clients’ money on your behalf.
Key MPS resources
Latest insights from our MPS team
Shot of Markets video series
Click on the links below to view our Multi-Index video series, in which Aristide Goualin, Assistant Portfolio Manager, shares the most recent market outlook from the team.
MPS podcast series – helping advisers build successful partnerships with MPS providers
In this IFA Magazine podcast, Francis Chua, Fund Manager explores what really makes a successful partnership between an MPS provider and an advice business.
MPS podcast series – exploring the popularity of MPS and why partnerships make all the difference
In this IFA Magazine podcast, James Giblin, Fund Manager explores what makes an MPS relationship work - and why it’s about more than just performance charts and factsheets, whether we have reached peak MPS take-up and the questions advisers are asking as part of their MPS selection process.
MPS Podcast – November 2024
Join Francis Chua, Fund Manager as he discusses his career journey so far, current investment opportunities and challenges and the 3-year anniversary of MPS.
MPS booklet – 2024
Our Asset Allocation team’s latest views on the concentration conundrum, why investors should resist cash and time in the market, not timing the market.
The role of Fixed Income in supporting efficient MPS diversification
Francis Chua and Aimee Bowkett discuss how fixed income can be used as an efficient and effective diversifier within an MPS and help deliver a robust asset allocation strategy for the long-term.
L&G's MPS investment proposition checklist
This checklist is intended to provide an outline of the areas that should be considered when evaluating an investment proposition.
How we can control behavioural biases to make better investment decisions
In this SimplyBiz webinar, John Roe, Head of Multi-Asset Funds discusses some of the most common behavioural biases that influence investors and how these can be overcome through small, practical innovations in decision-making approaches.
Factor investing: the history, application and key considerations
In this IFA Magazine webinar, Francis Chua and James Giblin take a journey through the evolution of factor investing. From its roots to its practical implementation in today's dynamic markets as well as the benefits and risks involved.
Your experienced, expert team
We have over 35 years of experience in multi-asset investments. Our team of economists, strategists and fund managers constantly monitor market cycles and the mix of their portfolios, combining robust risk mitigation strategies and active asset allocation to manage investments during times of market stress. The team combines strategic economic views with insights into a diversified range of global asset classes, strong portfolio management capabilities and sophisticated risk management.
Nicola Morgan-Brownsell
Head of Multi-Asset Partnership Strategies
Francis Chua
Fund Manager
James Giblin
Fund Manager
Aimee Bowkett
Fund Manager
Sam Kulahan
Manager Research Analyst
Niah Myers
Portfolio Analyst
Aniket Das
Senior Investment Strategist
Mireille Bensimon
Investment Research Analyst
Chris Franklin
Assistant Fund Manager
Investment approach
We have built this service on the five pillars of multi-asset investing that we believe are the driving forces that help us deliver your clients’ objectives.
Our mantra is: ‘prepare, don’t predict’. We stand ready for a range of scenarios and spread risk to avoid concentration traps.
As markets evolve, so do our portfolios by leveraging experience of 50+ investment experts in our Asset Allocation team.
Our heritage in risk management means we’re focused on helping to give you peace of mind & ensure ongoing suitability.
We leverage our size and scale to actively engage and effectively challenge companies we invest in on behalf of your clients.
We tailor our proposition to serve you and your business, and play a part in helping your clients meet their financial objectives.
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Enquiries
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Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from L&G's Fund Centres.
While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.