FE Invest, FE’s model portfolio service, today announced the launch of its Responsibly Managed Portfolios range – a suite of risk-targeted portfolios designed to support financial advisers in meeting the surge in demand from clients for sustainable and ethical investments.
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FE is proud to annouce the launch of its Crown Fund Ratings and Risk Scores in Australia, in partnership with Money Management. These purely quantitative fund ratings make it easy for financial advisers to identify funds with strong and consistent performance and an appropriate risk level over the previous three years.
FE today announced that 21 Risk Targeted Multi-Asset funds have been added to the FE Approved List, to help financial advisers select the best of breed multi-asset funds for their clients’ portfolios.
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FE Urges Asset Managers not to Neglect Client Reporting in Rush to Meet PRIIPs and MiFID II Deadline
As the investment industry enters the final phase of preparation for the implementation of PRIIPs and MiFID II in January 2018, FE, a leading provider of data-driven solutions to the financial services industry, urges affected firms not to neglect their client reporting requirements in the rush to meet other aspects such as trade reporting and unbundling the costs of investment research.
Using FE’s unique Analytics Market Intel (MI) tool, we look at the top 10 funds advisers were researching from January to September 2017.
- Blackrock takes group top spot
- Latest FE Passive Crown Rebalance rates global funds for first time
FE, the leading UK investment ratings and research agency, today announced that over half of UK Gilts funds achieved the highly-prized five FE Passive Crown rating at the latest Passive Crown rebalance, compared to just 18% of Global Equities funds.
- Global Equity Income, UK Gilt and Short Term Money Market funds fail to pick up five Crowns
- Old Mutual tops the leader board and T.Rowe Price sees biggest positive ratings shift
- Woodford Equity Income achieves five FE Crowns on first rating
FE’s latest bi-annual Crown ratings rebalance has awarded 317 funds with the highly-prized five FE Crowns, of which 11 are newcomers and 25 have jumped two or more FE Crowns to achieve the top accolade.
In the wake of voters returning a hung parliament in the UK general election and geopolitical uncertainty broadly expected to continue for the year ahead, FE, the leading UK investment ratings and research agency, has collated investment views from the 2017 winning FE Alpha Managers. The managers comment on the challenges and opportunities they foresee in delivering alpha in the next 12 months, how bullishly or bearishly they are positioning their portfolios and prospects for their respective asset class or sector.
Australia’s longest-established specialist financial services publication Money Management together with its sister publication, Super Review, has been acquired by FE, the UK’s leading provider of investment research, software and data to the asset management industry.