Robust investment process
Our investment process focuses on risk and diversification. It balances quantitative, data driven analysis with qualitative research. The quantitative process is powered by EValue’s powerful actuarial consultancy, our proprietary portfolio optimiser and FE fundinfo's comprehensive range of fund ratings. Our qualitative research of non-numerical data is applied to the asset allocation, portfolio optimisation and investment selection by our team. It is the combination that provides significant improvements in risk management and drives superior risk adjusted returns.
Combination of active and passive
Our portfolio range has been designed to deliver a selection of portfolios based on simplicity and clarity. The portfolio range combines passive and active fund managers, balancing cost benefits with our track record of selecting active fund managers that compliment each other to optimise portfolio diversification. The portfolios have a price cap for the Ongoing Charges Figure (OCF) at 0.55% to control costs. They are designed for clients who are comfortable with a portfolio holding 10-15 investments and prefer concise, clear commentary.
Blend of fund strategies
Each of the portfolios blend a range of fund strategies across the whole portfolio, typically with one to two funds per asset class or geographical allocation. These portfolios are rebalanced half yearly following an extensive review by our team.
The managed portfolio range offers 15 portfolios with a 0.55% price cap. The range of portfolios is term-weighted meaning you can cater to the differing investment objectives of your clients and uses five risk levels spanning three time horizons.
We offer seamless integration into our risk profiling tool, Investment Planner, and our research software FE Analytics and the models can be tailored to third party risk profiling tools if required.
We offer the range via 10 different platforms: Aegon, Ascentric, Aviva, Fusion, Novia, Nucleus, Standard Life, Transact, 7IM and Zurich.
Be better connected
At FE Fundinfo, we regularly host events and webinars for clients and other financial advisers. Please view our Events and Webinars page to see our upcoming events.
Helping you deliver consistent and straightforward investment advice
From assessing your client’s attitude to risk, selecting suitable investment options to summarising your investment process in client friendly reports, Investment Planner supports you and your business in demonstrating and delivering consistent investment advice.
Case study: Lewis Brownlee Financial Services
Lewis Brownlee Financial Services puts their clients at the heart of their process, and it’s this ethos that led them to use our Hybrid and Income portfolios.
FE Investments is a trading name for Financial Express Investments Limited. Registered Office: 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ. Registered in England and Wales no. 03110696. Authorised and regulated by the Financial Conduct Authority under number 209967.