The Responsibly Managed Portfolios
The Responsibly Managed range offers a choice of 15 portfolios, with five risk-optimised portfolios spanning three investment time horizons. This wide range of portfolios means your clients can invest responsibly in a fund that matches their financial objectives. Request portfolio factsheets
Launched back in 2017, when ESG solutions from discretionary managers were in their infancy, our range has the three-year performance data that’s so important for your analysis and due diligence. Learn more
A balanced approach
We believe investors should not have to sacrifice investment returns for their personal principles. Our aim is to create the strongest possible benefit from the portfolios, whilst continuing to prioritise the management of risk and returns.
Our Responsibly Managed Portfolios focus on three simple principles:
- Do less harm
- Do more good
- Deliver on risk and return
Industry leading reporting
We know how important communicating clearly with clients is to the success of your business. Working alongside financial advisers as a strategic partner, and providing distinctive, jargon free and clear reporting, has been fundamental to our growth.
We also believe it’s important your clients can appreciate the good they have made through their investments.
Our portfolio reporting not only helps your clients keep track of their investments’ performance but provides details on the harm they have avoided and the good that has been accomplished by investing in our Responsibly Managed Portfolios. Request example reports
Responsible investing made easy
Upcoming regulations and increased client interest mean that responsible investment is now a mandatory consideration for financial advisers. But with such a diverse subject it’s easy for clients to get lost in the green maze of ethical investing. Our Responsibly Managed Portfolios are designed to help simplify your advice process, drive value, and ensure you remain compliant with regulatory requirements.
The Responsibly Managed range offers a choice of 15 portfolios, with five risk-optimised portfolios spanning three investment time horizons.
We believe it is important that we are accountable for our actions and those of our stakeholders. FE Investments is a signatory to the United Nations Principles for Responsible Investment (UNPRI) and this is a key foundation of our responsible investment process.
As a signatory we must monitor, measure, and show adherence to their principles. Click here to learn more about the PRI.
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, 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.
Watch the video to learn more.
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.