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FE investments has launched a new range of managed portfolios for clients who want a bespoke alternative without paying excessive management fees.
FE fundinfo, a new global investment data and technology firm has formally launched today, following a merger last year between FE, fundinfo and F2C.
We’re delighted to have won the 'Leading Investment Research, Rating & Data Provider' award at the Schroders Platform Awards. Thanks to everyone who voted.
Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.
Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.
Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.
It goes without saying that investments should only be recommended to, or included in discretionary portfolios of, clients whose needs, characteristics and objectives they meet.