In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the big winners in the latest Crowns Rebalance
With a 55% increase in the use of FE Analytics during the market downturn of February and March, it’s clear that Financial Advisers are relying and trusting our services. Below are eight more ways that we helped Financial Advisers in 2020.
In this post we look back at the five key investment decisions we made in 2020. FOR ADVISER USE ONLY.
The debate over whether active is better than passive investing is an old one, with views firmly embedded on both sides. In this article we take a fresh look at the debate and consider whether a ‘hybrid’ strategy could provide a more suitable alternative. FOR ADVISER USE ONLY.
This week marked the third anniversary of FE Investments’ Responsibly Managed Portfolios. Launched in 2017 when ESG solutions from discretionary managed portfolio providers were in their infancy, the range is designed to offer a pragmatic balance between managing risk and returns, while investing for good. FOR ADVISER USE ONLY
The Agent as Client debate has been a hot topic for much of 2020 but many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager partners.
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 the market responding turbulently to the current covid-19 pandemic and political climate, being able to actively monitor funds with up-to-date data is vital.
When considering a clients’ investments, few questions are as important as “how long do you want to invest your money for?”
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.
Following our recent post on the Four key things to look out for when choosing a DFM we felt it would be beneficial to take a closer look at service delivery, as invariably that’s the primary factor in the decision to outsource investment management. FOR ADVISER USE ONLY.
Since launching in 2012 FE Investments, the investments arm of FE fundinfo has gone from strength to strength and now has more than £3bn in AUM
The FCA’s Production Intervention and Product Governance rules means financial advisers’ investment recommendations are under greater scrutiny than ever before. FOR ADVISER USE ONLY
An easy-to-interpret overview of core fund information can help advisers quickly assess a fund’s ability to meet clients’ investment objectives and narrowing down which funds to select from.
Find out which managers beat the markets in 2019 to become this year's Alpha Managers
In this article we look at how FE Analytics and our MPS Directory allow advisers to confidently monitor their outsourced portfolios.
Find out which funds have been awarded a prestigious 5-Crown rating in FE fundinfo's latest rebalance
Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY
Since launching five years ago, the MPS Directory has gone from strength to strength
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.
