UK Wealth Management Company
Expert Research Partners
Robust investment decisions rely on rigorous research, data and analysis.
At MKC Invest, we work with a small number of specialist research partners who provide the tools, models and insights that support how our portfolios are built and managed.
Each partner brings deep expertise in their field, helping us better understand global markets, assess investment opportunities and maintain a disciplined, evidence-based approach to portfolio construction.
Expert Research Partners
Robust investment decisions rely on rigorous research, data and analysis.
At MKC Invest, we work with a small number of specialist research partners who provide the tools, models and insights that support how our portfolios are built and managed.
Each partner brings deep expertise in their field, helping us better understand global markets, assess investment opportunities and maintain a disciplined, evidence-based approach to portfolio construction.
Expert Research Partners
Robust investment decisions rely on rigorous research, data and analysis.
At MKC Invest, we work with a small number of specialist research partners who provide the tools, models and insights that support how our portfolios are built and managed.
Each partner brings deep expertise in their field, helping us better understand global markets, assess investment opportunities and maintain a disciplined, evidence-based approach to portfolio construction.
Dorey Financial Modelling
Who they are
Dorey Financial Modelling is an independent mathematical modelling and actuarial science firm based in Guernsey. Among other things, they offer economic modelling that has delivered robust and accurate forecasts over a number of economic cycles. Their clients include many large banks and investment managers, as well as the government of Guernsey.
What they do for us
Dorey provides us with forward-looking economic models that help us understand the possible future performance of our benchmarks. Their output supports our understanding of long-term market behaviour and informs how we assess portfolio outcomes over time.
They support the long-term modelling used in our Tracking Tomorrow range and provide detailed screening and research for our Cleaner Future range.
Morningstar
Who they are
Morningstar provides independent investment research, investment software and analysis. They are best known for their ratings of investment funds, shares and other investments. Their research is widely used by financial professionals to make informed decisions about investments.
What they do for us
We use Morningstar’s software to help us understand every aspect of the funds we select and how our overall portfolios relate to global markets and the MKC Baseline benchmarks.