Thursday, 04 October 2012 09:35
FE develops a range of model portfolio options
FE has launched a range of 15 model portfolios to assist Financial Planners in offering an investment service to their clients.
The new FE Select Portfolios have been constructed from its FE Select 100 list of top-scoring funds which represent the best available funds in each asset class.
All funds on the FE Select 100 are revised every six months and the portfolios are subject to ongoing governance and monitoring.
The portfolios are designed to meet five levels of risk appetite across the short, medium and long-term range. They aim to produce greater returns and lower drawdown than passive portfolios with the same risk target.
Rob Gleeson, head of FE research, said: "FE Select goes beyond identifying the best funds per asset class, but also analyses how funds interact with each other, by studying their historic volatility and correlations.
"In addition, each portfolio has an asset allocation strategy overlaid which allows us to incorporate the benefits of stochastic projections of what the future might hold.
"Unlike discretionary fund management solutions, the FE Select Portfolios keep IFAs in the driving seat. The feedback we have had so far from advisers has been extremely positive."
Earlier this week, FE Analytics was awarded Independent Planning Tool Provider at the Aberdeen Platform awards.
The new FE Select Portfolios have been constructed from its FE Select 100 list of top-scoring funds which represent the best available funds in each asset class.
All funds on the FE Select 100 are revised every six months and the portfolios are subject to ongoing governance and monitoring.
The portfolios are designed to meet five levels of risk appetite across the short, medium and long-term range. They aim to produce greater returns and lower drawdown than passive portfolios with the same risk target.
Rob Gleeson, head of FE research, said: "FE Select goes beyond identifying the best funds per asset class, but also analyses how funds interact with each other, by studying their historic volatility and correlations.
"In addition, each portfolio has an asset allocation strategy overlaid which allows us to incorporate the benefits of stochastic projections of what the future might hold.
"Unlike discretionary fund management solutions, the FE Select Portfolios keep IFAs in the driving seat. The feedback we have had so far from advisers has been extremely positive."
Earlier this week, FE Analytics was awarded Independent Planning Tool Provider at the Aberdeen Platform awards.
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