Standards for key MPS processes

Criterion is working with the investment platform and DFM communities to produce standards for key processes that support the management of model portfolios on platforms and invite organisations to support the initiative to reduce risk, cost and friction in order to improve efficiency.

Consistent MI data set
Streamlined processes
Avoid manual re-keying
Reduced operational risk and costs

Delivering a broad range of business, process and technical standards for:

  • MPS MI reporting
  • MPS edit model and rebalance
  • Flexibility to support multiple business and technical models


Criterion Standards are developed by the industry, for the benefit of the industry.