Our managed portfolio service is based on a range of risk-targeted portfolios with a track record stretching back to 2012. Leveraging FE fundinfo's expertise in fund data and software, our models are created to focus on the risk within the asset allocation and the underlying funds.
Only available via Financial Advisers, FE Investments lets you to stay in full control of your client relationships whilst helping them to protect and grow their wealth. Whether it's help with onboarding clients, selecting suitable portfolios, producing white-labelled reports or issuing real-time governance, FE Investments provides the support you need to provide first class customer service, stay compliant and help you grow your business.
The Money Marketing DFM and outsourced fund solution centre, a platform for financial advisers to access research and analysis on outsourcing trends and incorporating content and service information from DFMs and asset managers.