Robust investment process
Our investment process focuses on risk and diversification. It balances quantitative, data driven analysis with qualitative research. The quantitative process is powered by EValue’s powerful actuarial consultancy, our proprietary portfolio optimiser and FE fundinfo's comprehensive range of fund ratings. Our qualitative research of non-numerical data is applied to the asset allocation, portfolio optimisation and investment selection by our team. It is the combination that provides significant improvements in risk management and drives superior risk adjusted returns.
Combination of active and passive
Our portfolio range has been designed to deliver a selection of portfolios based on simplicity and clarity. The portfolio range combines passive and active fund managers, balancing cost benefits with our track record of selecting active fund managers that compliment each other to optimise portfolio diversification. The portfolios have a price cap for the Ongoing Charges Figure (OCF) at 0.55% to control costs. They are designed for clients who are comfortable with a portfolio holding 10-15 investments and prefer concise, clear commentary.
Blend of fund strategies
Each of the portfolios blend a range of fund strategies across the whole portfolio, typically with one to two funds per asset class or geographical allocation. These portfolios are rebalanced half yearly following an extensive review by our team.
The managed portfolio range offers 15 portfolios with a 0.55% price cap. The range of portfolios is term-weighted meaning you can cater to the differing investment objectives of your clients and uses five risk levels spanning three time horizons.
We offer seamless integration into our risk profiling tool, Investment Planner, and our research software FE Analytics and the models can be tailored to third party risk profiling tools if required.
We offer the range via 10 different platforms: Aegon, Ascentric, Aviva, Fusion, Novia, Nucleus, Standard Life, Transact, 7IM and Zurich.
Be better connected
We host a range of events throughout the year across the UK for advisers and para-planners. From our highly regarded Analytics training to quarterly investment updates our events are designed to help advisers to not only learn more about how our services can help them but to keep up to date with wider industry developments.
Be better informed
Our adviser news and insight blog is designed to give useful insights on how our products and services can assist their organisations and keep them up update with relevant industry news.
Client success stories
We currently work with more 3,500 advisers in the UK, and more than 1,100 fund managers and distributors internationally. Browse our case studies to find out more about how we have helped our existing clients.
FE Investments is a trading name for Financial Express Investments Limited. Registered Office: 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ. Registered in England and Wales no. 03110696. Authorised and regulated by the Financial Conduct Authority under number 209967.