How does our multi strategy investing work?
The FE Investments Mosaic portfolios aim to blend a set of core and satellite strategies across a range of assets into a broader diversified portfolio. Each asset class or geographical region forms a "tile" in the asset allocation which, when combined with other tiles in the construction, comes together to form the “mosaic”.
The portfolio has a higher number of holdings than our other ranges, allowing for greater levels of reporting and more diversification optimisations at both a portfolio and asset allocation level, ideally suited for your clients with more complex or sophisticated needs.
More diversification with greater reporting analysis
With more holdings, it becomes easier to alleviate some fund concentration risks, and to provide greater levels of analysis of the underlying asset allocation and funds.
Our portfolio construction in the Mosaic range is designed for clients who want a greater number of holdings amongst investments in different asset classes, either due to concern around concentration risk or a desire for exposure to more niche satellite strategies. This increase in the number of underlying investments means that we are able to provide more detailed and sophisticated reporting, while still retaining the clarity needed for communication with your clients.
Why choose our Mosaic range?
Exposure to target sub-strategies
The FE Investments Mosaic portfolios combine our data-focused risk management and diversification processes with a more nuanced approach to asset allocation to help create a portfolio that is suitable for those clients looking for higher levels of reporting and access to specific sub-strategies.
More holdings, less concentration
With a broader investment universe and a greater number of holdings, we are able to achieve lower concentration and maintain diversification in the portfolio construction while also gaining exposure to more sophisticated sub-strategies.
This increased flexibility enables us to reduce some of the risks associated with portfolio construction, such as concentration risk, while also following our risk-targeted portfolio strategy.
More detailed reporting
Investing in a variety of different sub-strategies means we have access to more data and can provide a greater level of detail in our reporting for you and your clients. Our reports are designed to integrate with your existing advice processes and support you in providing higher quality advice.
Portfolio construction with an ESG framework
We look at portfolio construction through our ESG-factor analysis framework so that our portfolios can help your clients do more good and less harm, while still providing them with the expected levels of risk and return.
The Mosaic range in numbers
portfolios in the Mosaic range
up to 45 holdings in each portfolio
portfolio rebalances per year
in total assets managed by FE Investments
See our other investment portfolios
Hybrid
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Hybrid
The Hybrid range provides clients with lower-cost, risk-managed portfolios that blend both active and passive strategies.
Discover our portfoliosResponsibly Managed
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Responsibly Managed
The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.
Discover our portfoliosNatural Income
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Natural Income
The Natural Income range gives clients access to portfolios designed to meet capital growth and income objectives.
Discover our portfoliosOur Awards
Take a look at some of our most recent industry awards
FE Investments won the award for Best Model Portfolio Service
FE fundinfo won the award for Best Ratings / Research service for Advisers
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
FE Investments won the award for Best Model Portfolio Service
FE Analytics won 5-stars for the Best Back Office and Support system
FE Analytics won Best Research Software for the 5th year running
FE Analytics won the Leading investment research, ratings and data provider award
We were awarded ‘Best Use of platform technology’ for our client reporting service for Aviva.
FE Analytics was awarded five stars in the Back Office / Support Services category
FE Analytics won Best Research Software
FE won the Leading Investment Research, Ratings and Data Provider award (the Advisers' choice award)
FE Analytics won Best Research Software
"It has come as no surprise to me that FE Investments is one of the fastest growing DFMs on platform and is scooping numerous industry awards. We are proud to have been one of their first customers to invest in Mosaic, and I’m very happy we entrusted our clients’ money with them."
Jason Ricketts, Bournebridge Financial Services Financial Planner
Want to find out more about our multi-strategy portfolios?
Discover our Mosaic portfolios with a greater number of holdings and detailed reporting can help support you and your clients.
Get in touch with the team today to find out more.
