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News

Using data and analytics to help reassure your clients
31 March 2020
Using data and analytics to help reassure your clients

With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.

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Demonstrating value in uncertain markets
12 March 2020
Demonstrating value in uncertain markets

As a one-stop tool for investment research, analysis, due diligence and monitoring, FE Analytics is the ideal tool to help you communicate effectively with your clients during times of uncertainty.

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Wealth managers reduce exposure to UK Property
27 February 2020
Wealth managers reduce exposure to UK Property

Following the high-profile suspensions of the M&G and Prudential UK Property funds in 2019, UK wealth managers have significantly reduced their exposure to UK property as an asset class.

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FE Analytics is evolving
25 February 2020
FE Analytics is evolving

Over the past few months we’ve been giving parts of FE Analytics a bit of a makeover and are pleased to announce that the start of this new look will be rolled out to users throughout March and April.

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Empowering you to deliver sound investment advice
17 February 2020
Empowering you to deliver sound investment advice

We understand the pressures facing financial advisers with increased regulation and administrative burdens. We’re constantly looking for ways to evolve our services so users have the investment research tools and solutions needed to future proof their businesses and provide the very best advice to their clients.

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FE fundinfo wins again at the Professional Adviser awards
07 February 2020
FE fundinfo wins again at the Professional Adviser awards

We are delighted to announce that FE Investments won the awards for 'Best Model Portfolio Service' and 'Best Ratings/Research Service for Advisers' at the Professional Adviser Awards 2020.

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FE Investments’ Model Portfolios now available via James Hay Partnership
05 February 2020
FE Investments’ Model Portfolios now available via James Hay Partnership

With the addition of James Hay, our Managed Portfolio Service is now available on 12 leading platforms – with more to be added this year. For professional advisers only.

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Thirteen new funds awarded highest 5-Crown rating
27 January 2020
Thirteen new funds awarded highest 5-Crown rating

The IA Sterling Strategic Bond and IA Europe Including UK sectors have topped the sector charts in the latest Crowns Rebalance, which are awarded by leading global fund data and technology provider, FE fundinfo.

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Our 5 key investment decisions in 2019
20 January 2020
Our 5 key investment decisions in 2019

In this post, we review the top five investment decisions we made in 2019 as a result of our robust and distinct investment philosophy. For professional advisers only.

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FE Investments now available through Dynamic Planner
13 January 2020
FE Investments now available through Dynamic Planner

FE Investments’ managed portfolios added to Dynamic Planner’s risk based financial planning technology

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New fund dashboard for financial advisers
05 December 2019
New fund dashboard for financial advisers

FE fundinfo and Square Mile launch new fund dashboard to help financial advisers with their fund selection.

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FE fundinfo launches 2020 Financial Adviser Survey
19 November 2019
FE fundinfo launches 2020 Financial Adviser Survey

FE fundinfo has launched its 2020 Financial Adviser survey and is seeking opinions from across the financial advice industry.

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FE Investments launches new ‘Mosaic’ managed portfolio range
18 November 2019
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.

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When is a trade war, not a trade war? When it’s a boss game.
20 September 2019
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.

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FE Invest makes two senior appointments to its growing team
17 September 2019
FE Invest makes two senior appointments to its growing team

Leading discretionary managed portfolio provider FE Invest has appointed two senior investment professionals to its growing team.

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How do you demonstrate to clients that you are making the best decisions on their behalf?
20 August 2019
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.

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The UK’s fastest growing DFM on platform now available on 7IM
06 August 2019
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*.

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Are active managers pulling their weight?
30 April 2019
Are active managers pulling their weight?

Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.

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MiFID II, EMT and target market
09 April 2019
MiFID II, EMT and target market

It goes without saying that investments should only be recommended to, or included in discretionary portfolios of, clients whose needs, characteristics and objectives they meet.

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Can cash be used as a diversifier?
05 April 2019
Can cash be used as a diversifier?

A recent study by Ben Carlson showed “the only one of the [US-based] three major asset classes that’s up this year is actually cash”. Carlson has found out that “it’s only happened 10 times in 92 years”.

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