The Managed Portfolio Service managers draw heavily upon Smith & Williamson’s proprietary asset allocation framework and fund research processes. This involves more than 55 qualified investment personnel and strategists. Rigorous asset allocation constraints are employed to ensure consistent levels of exposure to the underlying asset classes, but within this, the managers look to take an active approach. The portfolios are continually monitored to ensure the levels of volatility remain consistent with each strategy’s risk profile. Our MPS has been awarded a 5-star Defaqto rating in 2014, 2015, 2016 and 2017.