Sustainable investing with consistent returns
Our Responsibly Managed Portfolios have been designed for conscientious clients seeking a positive effect from their investments, with the aim of consistent returns.
Each of the portfolios consists of 10 holdings and blends a range of fund strategies to provide further diversification.
Responsibly managed is a broad term used by our Analysts to describe a range of methods used by fund managers to identify investments that have a positive effect on society.
There are three core responsibility strategies that we consider when constructing these portfolios:
- Negative screening - this aims avoid investing in unethical sectors such as tobacco and arms dealing
- ESG – economic, social and governance is a way of measuring a company’s social conscience in their industries.
- Positive screening - this aims to invest in areas that make a positive outcome on the environment or society.
Robust fund selection process
FE fundinfo’s ratings system and comprehensive fund data are used to create an initial shortlist of responsible funds, forming the FE Investments Approved List.
Our team of analysts review each fund on the list to select those using the responsibility strategies. They aim to exclude funds that fail to meet risk or responsibility criteria.
We combine the criteria into our portfolio reporting to give you greater insight into the manner in which your portfolio is effecting society.
The range offers three risk-optimised portfolios across a medium-term investment time horizon.
Our Responsibly Managed Portfolio service supports Advisers by providing their clients with an option to have a positive effect from investments. We provide content and reporting to demonstrate the impact of investing in responsible portfolios and our portfolio factsheets are tailored specifically for conscious investors highlighting the responsible factors.
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.
Independent fund ratings trusted by advisers and investors
Our ratings help fund selectors, advisers and investors compare funds. We’re the only ratings provider that evaluates all key performance attributes of a fund.
Case study: Tom French and Associates
Mike Squire, Investment Director explains how FE Investments has enabled Tom French & Associates to deliver an investment proposition across the Group.
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.