ESG: New updates and developments within FE Analytics
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The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their whole career history, allowing you to instantly identify those managers who have consistently outperformed benchmarks and their peer group over time.
Even more ESG-related information and functionality has been added into FE Analytics, each designed to help ensure you have easy access to decision-useful information and can make an investment decision better aligned with your clients' objectives and values.
Importing up-to-date valuations into FE CashCalc is viewed by many financial advisers as a feature which significantly helps increase the efficiency of their annual review process. Here, we demonstrate how to import a plan's latest valuation.
It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.
Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges. Find out how you can do this with the FE Analytics Reduction in Yield Calculator.
Being an IFA means putting your clients’ needs and goals at the forefront of your service. We interviewed Matthew Wiltshire, award-winning Chartered Financial Planner and Managing Director at Niche IFA, asking him what a good financial advice process consists of.
Selecting your client’s investments is just the beginning of your work as their adviser. Arguably, the greater and more time-consuming part of the process is in the monitoring and review of their portfolios to ensure they are progressing towards their chosen financial goals.
With coronavirus-induced volatility hitting markets hard in February and March, many advisers found their processes under increasing strain. The FCA responded by suspending the MiFiD II 10% drop rule until October 1st and with markets showing more stability over the short term, it’s an ideal opportunity for advisers to ensure their processes are compliant and scalable.
With markets moving dramatically within a single day, having access to up-to-date and reliable data is imperative so you always have an accurate picture on performance and can understand how your clients’ portfolios are affected.
We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.