A range of risk-targeted portfolios with an excellent track record
Our Managed Portfolio Service is based on a range of risk-targeted portfolios with a track record stretching back to 2012, leveraging FE fundinfo's expertise in fund data and software, our models are created to focus on the risk within the asset allocation and the underlying funds. Combined with proprietary portfolio management software we produce portfolios that deliver a consistent return profile, without any undue surprises, that meet you clients’ needs and objectives.
Since launching in 2015, we have been proud to become a multi-award winning Discretionary Fund Manager (DFM) and named as one of the fastest growing DFMs on Platform.* Find out why Bournebridge Financial Services chose to work with FE Investments as their DFM: Read case study
*2019 Platforum report
Retain control of your client relationships
We understand the battle for new business, especially in a competitive market place where end investors are becoming ever more discerning.
Aligning ourselves to both the Adviser and the ultimate end client requires that we understand the objectives of both parties. As a client, the Adviser retains control of the provision of services and we have the ability to white label each report; the focus is on positioning the Adviser as the primary service provider.
Comprehensive and understandable reporting
We like to keep things simple, so you can be confident we won’t baffle your clients with unnecessary terminology, and we will make it easy for you to explain your recommendations. We provide you with client reports which are designed to be clear and distinctive, helping your client understand their finances. They can be branded to your firm’s own branding.
FE Investments is a trading name for Financial Express Investments Limited, which is a wholly owned subsidiary of FE fundinfo Limited. Financial Express Investments Limited is registered in England and Wales (03110696) and regulated by the Financial Conduct Authority (209967).
So much more than just a research tool, FE Analytics has evolved to support an advisers' complete investment proposition.
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Our Managed Portfolio Service enables you to confidently recommend risk-targeted portfolios to your clients, while we look after the underlying investment decisions, reporting, regulation and governance.
Click the video to learn more about our award-winning service.
Webinar: Meeting the demand for responsible investing and how to adapt to changing regulation
In this webinar we outline the upcoming regulatory changes and their likely impact on your advice process and demonstrate how you can deliver a compliant solution.