Building efficiency savings into your centralised investment proposition

Findings ways to scale and optimise your investment proposition is more important than ever given increasing demands from clients and the regulator.

16 July 2020
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Findings ways to scale and optimise your investment proposition is more important than ever given increasing demands from clients and the regulator.

FE Analytics is a one-stop shop for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring. This means you have more time to focus on your client service, knowing your due diligence is taken care of.

In this webinar we’ll introduce you to some of the tools within FE Analytics that can help you build efficiency savings into your centralised investment proposition, including:

  • Integrating discretionary model portfolios into your review process
  • Building bespoke reviews for the funds and discretionary model portfolios in your centralised investment proposition
  • Automating the process to spend more time reviewing results than generating them
  • Client reporting

10.00 am: Start
11.00 am: Finish