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FE Transmission adds Walker Crips model portfolio data

3 May 2018

Walker Crips ALPHA : r² model portfolios have been added to FE Transmission, enabling adviser firms to assess the portfolios’ asset allocation and performance through FE Analytics.

FE Transmission launched in 2016 to provide a transparent means of comparing and analysing model portfolios. Subscribers can now incorporate the ALPHA : r² portfolios into their research and reporting. Other discretionary investment solution firms on the service include Brewin Dolphin, Charles Stanley and Brooks Macdonald.

The ALPHA : r² portfolios were launched in 2015. The range consists of five traditional portfolios, from defensive to growth, two higher income portfolios and an ethical fund. All UK equity holdings are run through an ethical screen, with a focus on demonstrably strong corporate governance.

Gary Waite, ALPHA : r² portfolio manager, Walker Crips, says: “We are excited to make our ALPHA : r² model portfolios available through the FE Transmission service. High quality portfolio reporting is essential to help advisers comprehensively assess the benefits being provided by their discretionary manager and translate this into information they can use to inform conversations with clients.

“Advisers must run a tight ship when evaluating portfolio performance and clients expect frequent and reliable updates now more than ever. We maintain a strong commitment to the highest levels of institutional standard client service and reporting, and this partnership will extend access to the advanced investment strategies we offer within a controlled risk framework.”

Matthew Surfleet, commercial director at FE, says: “Transparent and accurate reporting is essential for all advisers using a discretionary investment solution from a model portfolio provider. The data we hold enables advisers to draw on the information they need in an easy and timely manner, and conduct detailed analysis to determine which manager is right for their clients. We are very pleased to welcome the ALPHA : r² portfolios to the service.”

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