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FE Model Portfolio Service Hits £1Bn in AUM

13 February 2018

FE’s model portfolio service, FE Invest, has surpassed the £1bn assets under administration mark, less than three years since its launch in March 2015.

The range of 37 model portfolios are built using the FE Invest Approved Fund List – a shortlist of “best of breed” funds within the whole of market. The portfolios include a variety of asset types as well as active and passive strategies to provide advisers with an “Active Core” range, “Hybrid” range and a dedicated income portfolio.

Rob Gleeson, head of FE research (pictured), said: “We’ve been supporting the fund management industry for more than 20 years – monitoring, analysing and rating funds – which gives us an unparalleled quantitative foundation from which to identify ‘best of breed’ funds.  It is trust in this heritage, combined with the insights of our analysts and our specialist diversification technology, that I believe is giving us an edge with advisers.”

The range was launched in response to adviser demand for a transparent, straightforward third party offering for investors, whilst remaining in control of their client relationship, the company said.

It allows or the analysis of holdings data on FE Invest, with any changes made to the model portfolios communicated instantly. The service is also fully integrated with FE Analytics and FE Analytics+ Investment planner, FE’s risk profiling tool, providing a repeatable process and a fully verifiable audit trail.

Gleeson added: “Often, the advisers outsourcing to us have never used a discretionary fund manager before and are turning to us to alleviate the pressures of regular rebalancing. Many of them have trusted our data to power their businesses from behind the scenes for years so for them it’s a natural progression. We only deliver the models via advisers and all the reporting is white-labelled so that it is the adviser’s brand seen by the end investor.”

FE Invest model portfolios are available on all the main UK platforms.

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