FE Investments is FE’s discretionary model portfolio service. We offer a range of model portfolios to the adviser industry via platforms. We believe in a quant first investment approach, with a qualitative overlay, leveraging FEs heritage in data, ratings and software. This helps ensure an independent, whole of market, robust and repeatable approach to investment management. Utilising our proprietary optimisation technology, we create a range of model portfolios built around maximising diversification, ensuring the greatest market participation for each level of risk. This enables us to construct low conviction portfolios that have a demonstrable track record of performing in all market conditions. We currently offer four ranges of portfolios, an active range, a cost capped hybrid range, a responsibly managed range and an income solution. Our portfolios are designed with different risk levels and time horizons in mind and are fully integrated into the FE Analytics system, including the risk questionnaire.
Model Portfolios on platform.
The Practical Solution
DD|hub provides a practical framework for advisers to use in the due diligence part of their investment manager selection. We do not force you to use a standardised questionnaire nor do we have a proprietary selection process that we make you use.