What does our responsible investment strategy offer?
The FE Investments Responsibly Managed range aims to build on our core principles of doing less harm and doing more good, while delivering on our risk and return profiles.
The portfolios are constructed with our key ESG principles in mind to make sure that your clients’ money is having a positive impact on society and the environment.
Integrating ESG into the investment process
Investing in positively impactful ways has increased in investors’ priorities, especially as climate change and company mismanagement has become more visible in recent years. Our Responsibly Managed portfolio range is here to help your clients towards their objectives, while using their money for good.
The portfolios are for those investors who want to know that their investments have a low carbon footprint, are monitored for good governance, and are not invested in sectors likely to have a negative impact on the environment and society.
Why choose our Responsibly Managed range?
ESG and data-led investments
The FE Investments Responsibly Managed portfolios combine our strong data analysis and risk management and diversification processes with our robust analytical ESG framework to make sure that we can provide returns with principles.
Our enhanced ESG reporting gives you more information on the facts that matter and are designed to integrate easily with your day-to-day advice and client-management.
Engaging for a positive impact
Our data and qualitative research team provide detailed insight into underlying companies to assess their ESG credentials and hold them accountable where necessary.
Engaging with fund managers helps us gain exposure to investments that have a positive impact on the planet and that meet UN Sustainable Development Goals.
We also look to encourage improvements to ESG investment strategy and a just transition towards more sustainable processes, away from those with a negative impact on the world around us.
Minimising negative ESG factors
We aim to minimise the portfolios’ exposure to companies that have a negative impact on the environment and society to make sure your clients' money is doing more good and less harm.
By filtering out funds with a poor responsible track record, and monitoring and engaging with fund managers, we are able to bring more responsible value to your clients and minimise their exposure to controversy.
More good for your returns
Our approach to sustainable portfolio management is to make sure that the Responsibly Managed portfolios can really make a difference to the world while providing your clients with the expected levels of risk and return.
The Responsibly Managed range in numbers
portfolios in the Responsibly Managed range
holdings in each portfolio
portfolio rebalances per year
in total assets managed by FE Investments
See our other investment portfolios
Four star winner for DFMs
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
"The process is quicker and more streamlined, and there is less human error from our point of view. On a day-to-day basis, FE Investments are always very responsive to our needs. They don’t try to shoehorn us into their processes. They understand the challenges advisers face and want to find solutions to help our business."
Chris Page, Lewis Brownlee Financial Services Director
Insights from FE fundinfo
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?