Case Studies

Rowan Dartington’s investment director Tim Cockerill has been using FE Analytics for more than ten years, describing it as absolutely integral to the day to day business of the firm.

As chief investment officer of Harwood Multi-Manager, Richard Philbin is responsible for everything from building investment models to interviewing asset managers. He is also responsible for bringing FE Analytics FinXL and FE Analytics tools into the company, where he has been described by FE fundinfo as a FinXL ‘super user’.

As her business is still relatively new but growing rapidly, Susan uses FE Analytics to demonstrate the value of her proposition to new clients.

SPF Private Clients is a specialist mortgage broker with sub-divisions in areas such as wealth planning and pensions. They provide independent advice that is whole-of-market and specialising in high worth clients.

Mike Squire, Investment Director explains how FE Investments has enabled TFA Trusted Financial Advice to deliver an investment proposition across the Group

Lovewell Blake recognises the importance of technical fund research as it becomes the first fully FE Analytics certified firm

Austen Robilliard is Head of Investment Research for Murdoch Asset Management and also runs the discretionary models. He introduced FE Analytics to the company a few months after his arrival in July 2007 and it has proved an essential research and analytical tool ever since

FE fundinfo's Report Production supports growth of Canada Life investments from standing start.

Smith & Williamson explains why it recommends FE fundinfo's MPS Directory & MPS Data Dissemination service to clients

GFR resolves the South African registration challenge for Credo Wealth’s new ICAV

Looking to gain more effective control and management of the group’s fund data to support its vision for the business over the next decade, this mid-sized asset management company selected FE fundinfo Data Dissemination to deliver the single, ‘golden’ source needed to ensure accuracy, consistency and timeliness in the data being published about its funds, across all channels.