Credo joins over 75 other MPS providers including Quilter Cheviot, Brewin Dolphin, 7iM, Charles Stanley, Old Mutual, LGT Vestra, FE Investments, Thesis Asset Management, Brooks Macdonald, Bordier, HSBC Global Asset Management, Liontrust and many others in a bid to improve portfolio transparency.
Charles van der Merwe, Chief Executive Office of Credo says: “Credo Multi Asset Portfolios follow an evidence based approach to investing, providing investors with diversified long-term exposure to both traditional and alternative assets through a selection of funds and ETFs. We launched the portfolios in 2014 and have built up a strong track-record with very pleasing results.
Our relationship with FE Analytics helps advisers assess the quality and suitability of the portfolios for their clients and allows us to offer a high-quality investment range to a wider audience”.
Please visit the MPS Directory within FE Analytics to request access.
The MPS Directory within FE Analytics 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.