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FE Investments Risk-Managed Portfolios

Built with a focus on diversification, our managed portfolios provide you with a range
of strategies to fit your clients’ needs and attitudes to risk.

The value of investments and the income from them may go down as well as up and
you may not get back the amount originally invested.

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Meeting your needs

Power your investment proposition

FE Investments is a full service, scalable, outsourced investment proposition that has financial advisers at its core. We work hand-in-hand with you to fully understand your advice challenges, to support your unique business model and meet clients’ needs.

Reduce your compliance risk and administrative burden with our innovative and robust investment process and benefit from our market-leading communication package that educates and engages your clients; setting your business apart to help you retain existing clients and win new ones.

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  • Harness deep market knowledge

    FE fundinfo has provided investment data analytics and insights to advisers for over 25 years. This expertise powers a risk-managed managed portfolio service focused on diversification.

  • Easily recommend suitable portfolios

    We provide a wide range of managed strategies with differing risk profiles, objectives and time-horizons to better meet the needs of more of your clients.

  • Minimise unexpected surprises

    Our innovative, technology driven investment process helps ensure clients stay in the appropriate risk profile while benefitting from maximised market participation.

  • Communicate with market-leading reporting

    Rebalance, review and portfolio reports, along with insight videos and market commentary help you keep your clients well informed and engaged. 

  • Benefit from ongoing expert support

    Our business development and investment team build a true strategic partnership with you to understand your practice, help solve your challenges and add value.

Backed up by the numbers

Our managed portfolio service

in numbers*

  • 400 +

    financial advice firms

    trust our investment service

  • £ 3 .8bn+

    assets

    under management

  • 1

    of the fastest growing

    DFMs on platform

OUR PORTFOLIOS

A wide variety of portfolios

designed to meet a wide variety of client needs

Hybrid

The Hybrid range provides clients with lower-cost, risk-managed portfolios that blend both active and passive strategies.

  • Blended portfolios for risk control
  • Clear and concise reporting
  • Lower-cost diversified investments

Mosaic

The Mosaic range is designed to give clients risk-targeted portfolios that can provide access to specific sub-strategies and more detailed reporting.

  • Exposure to target sub-strategies
  • More holdings, less concentration
  • Deeper, detailed reporting

Responsibly Managed

The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.

  • ESG and data-led investments
  • Minimising negative ESG factors
  • More good for your clients' returns

Natural Income

The Natural Income range gives clients access to portfolios designed to meet capital growth and income objectives.

  • Dual-focused to better meet client needs
  • Diverse asset allocation
  • Improved client understanding

Decumulation

The Decumulation portfolios provide a sustainable income approach, with a focus on expected future income in retirement.

  • A balanced view of retirement risk
  • Client-led retirement income
  • Allowing capital to go further

What our clients say

FE Investments helps you spend more time with your clients

Ultimately, we are not experts in building investment products, that’s not what we do. We are financial planners not investment managers. What I liked about FEI is that they were a tech firm first that became an investment management firm and using technology to do a lot of the investment research legwork just makes sense.

Lloyd French

Financial Planner, Delaunay Wealth Management

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