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 17 different platforms: abrdn, Advance, Aegon, Aegon Retirement choices, AJ Bell, Ascentric, Aviva, Funds Network, Fusion, James Hay, Novia, Nucleus, Old Mutual Wealth, Praemium, Transact and 7IM.
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).
FE fundinfo acquires CashCalc
Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.
Thriving through turmoil
How Financial Advisers navigated a year of unprecedented change
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey
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.