Invesco Perpetual Income and Monthly Income Plus, Jupiter Merlin Income Portfolio and Jupiter Merlin Income Portfolio were some of the largest funds falling out of favour with FE’s in-house analysts in the latest review of the FE Invest Approved fund list and the FE Invest MPS (model portfolio service).
Advisers can now assess the risk levels of any given portfolio, be it an adviser-constructed portfolio or a model portfolio, using FE Portfolio Risk Scores available through FE Analytics.
FE Analytics+ addresses industry need for one answer to researching, investing and due diligence
By Corporate
FE’s Analytics+ addresses the advisory industry’s growing need for a streamlined solution to researching, comparing, selecting and investing clients’ funds that not only eases the pressures of an evolving regulatory landscape – but also highlights the true value of advice.
It’s 2016 and the digital information age is truly upon us – from buying pet insurance to ethical funds, investors don’t have to stretch beyond their mobile phones to buy financial products or dabble in investment markets.
It’s Christmas and whilst everybody is feeling festive – we thought we’d use the 12 Days of Christmas as inspiration and look at 12 ways FE has helped its ‘true loves’ i.e. Advisers this year!
1. Unique Model Portfolio Research
The FE DFM Survey found that whilst nearly 70% of our Adviser clients had invested client money in a Discretionary or Model Portfolio Service, more than 40% of them admitted to finding it ‘Extremely difficult’ or ‘Very difficult’ to access quality research and analysis on the value of options available to them. We soon found that the results of the survey echoed an industry wide concern about the lack of transparency around performance, charging and risk mandates for model portfolios. This lack of research available to Advisers also meant that they were unable to conduct objective analysis on the suitability of the solutions they were choosing, particularly on an ongoing basis.
Recent research from Standard Life shows that the UK retirement market will see nearly £700 billion come through the system in the next ten years. In April and May alone of this year nearly 250,000 payments were made to customers from their pension pots, worth some £1.8 billion. The new pension freedoms are acting as a catalyst for adventurous investors to turn their backs on standard annuities in search of alpha from higher risk investments; the most popular of these being income drawdown solutions with £1.3bn invested in over the same period.
Although the term centralised investment proposition (CIP) is now common parlance in this industry, the ever growing range of investment approaches still leave adviser firms unsure on how to proceed.
Franklin Mid Cap, Marlborough UK Multi-Cap Growth and AXA Framlington UK Select Opportunities top the list of funds consistently rewarding long term investors, according to recent research from FE Trustnet.
As the latest update from the Office for National Statistics highlights the growing confidence among UK investors – especially in the Alternative Investment Market (AIM), FE Trustnet takes a look at the top performing smaller companies.
Old Mutual’s WealthSelect MPS range is now live on FE Transmission, the service that allows financial advisers access to performance data on leading model portfolio providers through FE Analytics.