What do the hybrid portfolios offer?
The FE Investments Hybrid portfolios aim to bring you and your clients a set of simple and clear risk-focused investment options.
The range blends both active and passive funds to produce a set of portfolios that balance cost considerations with diversification and risk management.
The portfolio aims to keep the number of holdings low to allow for clear and concise reporting with a low price cap.
Blended portfolios for better risk control
A blended investment in active and passive strategies can help with risk management in adverse market conditions. Our portfolio construction in the Hybrid range is designed for clients who are looking for exposure to both active fund managers and passive strategies to maximise diversification, while still wanting a holistic view and complimentary asset allocations.
This blend of strategies means that we are able to maintain a diversified and risk-targeted hybrid investment portfolio and keep costs low while providing simple, clear and concise reports for you and your clients.
Why choose our Hybrid range?
Clear data-led risk management
The FE Investments Hybrid portfolios combine our data-focused risk management and fund analysis with a portfolio optimisation process to ensure that the range is suitable for those clients looking for a simple-to-understand risk-targeted investment option.
Clear and concise reporting
In our Hybrid range, we look to provide clear reporting for you and your clients that covers everything you need to know in a simple and concise manner.
Lower-cost diversified investments
Investing in both active and passive strategies allows us to provide clients with lower overall costs, while still ensuring a diversified asset allocation.
Returns in an ESG framework
We look at the asset allocation through our analytical ESG framework so that the portfolios can do more good and less harm, while still providing your clients with the expected levels of risk and return.
The Hybrid range in numbers
portfolios in the Hybrid range
up to 15 holdings in each portfolio
portfolio rebalances per year
in total assets managed by FE Investments
See our other investment portfolios
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
"We particularly like their Hybrid portfolios because our clients don’t need a complicated investment solution. This is simple and clear, and clients can really understand what they are invested in and why. The reporting is also easy to understand, and our clients appreciate the use of visuals and the fact they are not confronted with reams and reams of paper on a regular basis."
Chris Page, Lewis Brownlee Financial Services Director
Insights from FE fundinfo
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