FE Research is pleased to announce it has won the best Proposition Development (discretionary fund management/wealth management) award at the inaugural Investment Marketing and Innovation Awards on Friday 5 July 2014. These awards are designed to recognise and reward innovation within the investment management sector.
The judges praised FE’s ability to “make the complex simple, with a series of analysis and optimisation tools helping advisers to develop better outcomes for their clients.”

The judges also noted: “The winner has already had a tangible impact with over a £1 billion of assets using the service.”

FE Research is an outsourced investment proposition that consists of four separate innovations, each of which solve a problem, but that combined answer the big question of how do advisers provide investment advice in a fair, unbiased and cost effective way in a post RDR world. The service can provide advisers and their clients with over 200 reports a year ensuring total investment transparency and providing a real added value service.

The cornerstones of FE Research are jargon free, unbiased fund research, an optimiser that exploits diversification to create model portfolios that meet specific risk targets; an investment process that also integrates with selected platform partners; and a flat fee structure.

Rob Gleeson, Head of Research at FE, commented: “After extensive market research and consultation with financial advisers, we found many IFAs were reluctant to outsource investments in their entirety. Following the Retail Distribution Review however, many IFAs wanted additional support in selecting funds and implementing a rigorous, risk-aligned asset allocation. We devised the FE Select Portfolios to allow IFAs to retain full control over their client relationships and to leverage their deep understanding of each client’s risk tolerance and aspirations.”