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FE Investments launches new ‘Mosaic’ managed portfolio range
With the costs of bespoke discretionary fund management (DFM) becoming increasingly hard to justify for many investors, FE investments has today launched a new range of managed portfolios for clients who want a bespoke service without paying excessive management fees.
European regulators consult on PRIIPs KID contents
On 16 October, the Joint Committee of European Securities Authorities (ESAs) published consultation paper JC-2019-63 on amendments to the Regulatory Technical Standards, EU/2017/653, that set out the contents of PRIIPs KIDs.
Risks for investors not receding as FE Investments Approved Funds list October 2019 rebalance concentrates on diversification
Difficult conditions for investors and a slowing global economy have once again seen FE Investments backing increasing diversification in its bi-annual Approved List rebalance in October 2019.
European funds given ‘no deal’ Brexit ISA and CTF warning
EU-registered funds held in Individual Savings Accounts (ISAs) and Child Trust Funds (CTFs) face the prospect of disqualification from these vehicles, unless they sign-up to the FCA’s Temporary Permissions Regime (TPR) by 30th October.
When is a trade war, not a trade war? When it’s a boss game.
In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.
How do you demonstrate to clients that you are making the best decisions on their behalf?
Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.
The UK’s fastest growing DFM on platform now available on 7IM
Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.
Will PS18/8 see the end of the “ACD beauty pageant?”
With a recent article in the Financial Times (paywall), the debate around the management of the Woodford Equity Income Fund has broadened out to include the actions of the Authorised Corporate Director (ACD), a role very few outside the industry know anything about, but one that is very important nonetheless.
European MiFID Template v3 - A work in progress
The European MiFID Template (EMT) has been used to transfer target market and costs and charges data from fund groups to distributors since January 2018. Having gone through a few iterations during development, the original version has not changed since it came into use over 18 months ago.
BlackRock & Liontrust top FE's latest Crown Ratings rebalance
FE’s latest bi-annual Crown Fund Ratings rebalance has awarded 366 funds with the highly-prized 5 FE Crowns which is an 8.93% increase from last year. Of these funds, 7 are newcomers, which is less than half the number of newcomers compared to last year, and 37 have jumped 3 or more FE crowns to achieve the top accolade.
Preparing for Assessment of Value reports
The outcomes from the FCA’s Asset Management Market Study (AMMS) are changing the ways fund groups work and even the way they are structured, all in the name of acting in investors’ best interests and delivering better outcomes for them.
The Winners of the FE Alpha Manager Awards 2019
Last night, FE brought together over 250 members of the fund management industry at LSO St Luke’s to celebrate the 2019 FE Alpha Manager of the Year Awards. The ceremony was hosted by British favourite, Hugh Dennis, who presented 12 awards to this year’s best fund managers.
FE Invest awards ‘Buy’ ratings to Waverton European Dividend Growth, LF Miton US Opportunities and Man GLG Japan Core Alpha in latest Approved List review
Ten new funds have been given a ‘buy’ rating and four funds have been removed from the FE Invest Approved List of funds in the latest review. FE Invest rebalances its list of preferred funds twice a year.