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.
There’s no doubting that ESG investing has exploded in popularity in the last three years and this has been particularly apparent in the wake of the Covid-19 pandemic, with many investors now focussed on how the recovery and economy of the future should look. The inflows into our Responsibly Managed range – with a record 125% increase in assets since January – clearly demonstrates the direction of travel.
Furthermore, under MiFID II regulations set for implementation in March 2021, advisers will be obliged to consider environmental sustainability in the advice process. The FCA are set to follow suit and are due to announce changes to CoBS to align the UK rules to Europe. This means that advisers must ask clients about their sustainable investing preferences, that they should consider sustainable investing risk and offer a responsible investment portfolio option.
With the MiFID II deadline fast approaching, many advisers will no doubt be looking for relevant ESG propositions in order to meet their compliance obligations. The issue with many of the ESG propositions from other Discretionary Fund Managers is that unlike our Responsibly Managed range, they will have only been launched recently and do not yet have the comparative performance data that's needed for advisers to provide meaningful analysis.
FE Investments’ Responsibly Manged Portfolios were specifically designed with financial advisers in mind. The range caters for investors with differing risk profiles and time horizons and offers a choice of 15 portfolios – with five risk-optimised portfolios each spanning three investment time horizons.
The portfolios cover a spectrum of investment strategies that aim to deliver a positive effect from investing via three important premises:
- Do more good
- Do less harm
- Deliver on risk and returns
The portfolios are pragmatic and as transparent as possible so that advisers can find the solution that best meets their clients’ needs.
Click here to learn more about the Responsibly Managed Portfolios or on the link below to request our client guide and speak to one of our experts.
The price and value of investments and their income fluctuates. You may get back less than you originally invested.