FE Research and News

Claire Lewis


Recent Posts

FE ranked at number 43 in The Sunday Times BDO Profit Track 100

Mon 8 Apr, 2019 / by Claire Lewis

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FE has been ranked number 43 in the annual Sunday Times BDO Profit Track 100, which was published in the Business section of The Sunday Times on 7 April 2019.

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Over 30 DFMs Sign Up to the Model Portfolio Transparency Revolution

Wed 7 Feb, 2018 / by Claire Lewis posted in FE Transmission

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A total of 31 discretionary fund managers (DFMs) have signed up to FE Transmission, the service which allows financial advisers to research and analyse model portfolios and DFMs.

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Jupiter European takes top spot in adviser research rankings for 2017

Tue 19 Dec, 2017 / by Claire Lewis

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  • Standard Life’s GARS drops out of top three for first time

As 2017 draws to a close, FE takes a look at the funds that have piqued adviser interest and those which have fallen out of favour on FE Analytics, the leading investment research and analysis tool.

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Key Regulatory Developments in 2018

Tue 12 Dec, 2017 / by Claire Lewis

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Will PRIIPs and MiFID II be the Grinches that steal this year’s Christmas?

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FE Launches One-Stop Investment Process For Advisers

Mon 30 Oct, 2017 / by Claire Lewis

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  • FE’s whole of market data uniquely allows advisers to map any investment solution to a clients’ risk profile

FE, a leading investment ratings and research agency, today announced the launch of FE Analytics+ Investment Planner, a step by step investment process to help advisers meet suitability requirements and deliver consistent investment advice.

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Board of Directors Appoints Neil Bradford as CEO of FE

Tue 12 Sep, 2017 / by Claire Lewis

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FE, a leading investment ratings and research agency, today announced that the Board of Directors has appointed Neil Bradford as CEO, a newly created role to help position the firm for its next phase of growth. He joined FE on the 11th September 2017.

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Uncertain Macro Outlook Drives Latest Changes to FE Approved Funds List

Mon 11 Sep, 2017 / by Claire Lewis posted in FE News

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Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest FE Invest Approved List rebalance.

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FE backs defensive funds in bi-annual rebalance of Approved Funds List

Mon 13 Mar, 2017 / by Claire Lewis

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  • Gilts exposure remains essential portfolio insurance against equity market sell-off
  • Absolute Return exposure complemented with additional defensive options
  • Reduced international exposure, increased UK equity exposure

Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest bi-annual FE Invest Approved List rebalance.

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