IBOSS Managed Portfolios are now available on
the FE Analytics MPS Directory
FE fundinfo is pleased to announce that models from the IBOSS Managed Portfolio Service are now available via the MPS Directory on FE Analytics (FE Transmission). Subscribers can now incorporate the portfolios into their research and reporting within FE Analytics.
IBOSS join over 40 other top UK providers including Quilter Cheviot, Brewin Dolphin, 7iM, Charles Stanley, Old Mutual, LGT Vestra, FE Investments, Thesis Asset Management, Brooks Macdonald, Bordier, Standard Life, Liontrust and others in a bid to improve portfolio transparency.
Chris Metcalfe, Investment & Managing Director at IBOSS said: “We have successfully run model portfolios on an advisory basis for over 10 years with an outstanding past performance track record. Following adviser demand for a discretionary solution that included the IBOSS ethos, we launched our MPS range in November 2018. We copied the asset allocation and fund selection of our advisory model portfolios, and created 8 risk-rated, multi asset discretionary portfolios.
Just like our other investment solutions, the IBOSS MPS is exclusively available to financial advisers and can include our white labelled client communication service at no extra cost. The OCF cap on the construction of the portfolios is 0.60%. We encourage advisers and planners to carry out their own research on our portfolios and by making these available via FE Analytics, it allows advisory firms to gather any data they require to make an informed decision.”
Please visit the FE Transmission (MPS) Directory to request access.
The MPS Directory within FE Analytics - FE Transmission - is a unique service that allows FE Analytics users to analyse their model portfolio data at a holdings level, conduct bespoke comparisons and create comprehensive portfolio reports.
Our white labelled and customised reporting service is now extended to cover your third party discretionary portfolio solutions enabling you to make more effective client presentations.
Please contact us for more information: