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
The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.Discover our 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
"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
Insights from FE fundinfo
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