Combining expertise in risk management and data insight
Our award-winning managed portfolios are driven by data insights in order to construct robust portfolios that fit a range of client needs and objectives. The risk-targeted portfolios are designed to have a diverse investment base in order to manage risk and reduce the effects of adverse market conditions, while maintaining exposure to growth sectors to give your clients access to higher returns.
Our track record since launching in 2015 has provided consistent risk profiles and has navigated major impact from adverse market movements in that time.
We offer 5 portfolio ranges with different investment frameworks, time-horizons and objectives, with separate risk-managed portfolios within each range.
Browse our core range of products
The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.Responsibly Managed Portfolios
Why choose FE Investments?
Deep market knowledge
FE fundinfo has provided investment data analytics and insights to advisers throughout the UK for over 15 years.
This technical expertise built within our teams and has enabled us to launch the FE Investments Managed Portfolio Service with a focus on risk management and diversification.
Portfolios for different client needs
We provide a range of managed strategies with differing risk profiles and objectives to meet both your needs and those of your clients.
Whether your clients are looking for income, capital gains, or want their money to do more good for the world, we can help find the right portfolio.
Ongoing expert support
Our business development and account management team will develop a strategic partnership with you to ensure you and your clients receive the support and jargon-free reporting you need.
Our team can provide you with our latest fund overviews, insights and detailed reporting to help enhance the service provided for your clients.
"We are committed to providing you and your clients
with service that can be depended upon. In our view, understanding your perspective and that of your clients is essential."
Rob Gleeson, FE Investments CIO
FE Investments is rated five stars as a DFM MPS on platform by Defaqto
Five star winner for DFMs
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
Discretionary Fund Managers three star winner
FE Investments won the award for Best Model Portfolio Service
FE Invest won the award for Best Model Portfolio Service
Insights from FE fundinfo
Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.
Whilst investing in portfolios often means investing for long-term returns, this can sometimes conflict with an investor’s current situation. Can you complete the financial advice puzzle without portfolios of different term-lengths available to you?