FE Limited | Investment ratings and fund research

Understanding is the foundation for confident decision making

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Trusted by the hundreds of thousands of investors, advisers, asset managers and platforms who use FE data, software and investment advice every day, FE is the UK's leading investment ratings and research agency.

Our story

At the heart of the fund management industry

We believe that an actively managed investment strategy can bring real benefits to investors and can add significantly to the value of their investments. We have held this belief since our inception in 1996.

Excellent funds can deliver excellent returns over and above what is expected. The right mix of strategies can deliver a portfolio with greater potential and less risk.

We believe that success is down to a multitude of factors. We search for all of the influences that can make a difference- from the structure of a fund, to the history of the fund manager and through to the culture of the business.

It is our goal to make sure this information is understood by the people who matter – the investors whose money is being entrusted to the fund management industry. We strip away the jargon and embrace transparency to ensure we communicate what is truly going on.

Read the latest industry insights 

What we do

Helping you to be better informed, enabling you to make better investment decisions

Data is the foundation of everything we do. From cleansing, distributing, analysing and reporting, to providing fully outsourced investment propositions for advisers; we help finance professionals to make the most of their data and connect with their clients.

Learn more about adviser solutions

LEARN MORE ABOUT OUR asset managers and institutions

We equip financial advisers with the knowledge and tools they need to:

  • Help their clients make better investment decisions
  • Manage the investment process
  • Provide clients with comprehensive and transparent communications

We equip asset managers and institutions with the solutions they need to:

  • Communicate with their clients
  • Address the data challenges facing the financial services industry
  • Connect with advisers and grow assets under management

What makes us different?

A reputation for excellence

Independent

We are not affiliated to any asset manager or financial institution; The funds we rate and the investment advice we give are free from bias. 

Reliable

Our data is comprehensive, cleansed and accurate. We provide training on all of our software products. We are dedicated to understanding your business needs.

Connected

We have twenty years' experience in building connections with asset managers, advisers and platforms, driving communication among our audiences and supporting a more transparent industry.

Awards

Our 400+ employees are committed to delivering excellence. From maintaining the integrity and accuracy of our data, to providing effective portfolio modelling and investment research and delivering exceptional customer service, it is this dedication to excellence that has won us a variety of awards.

Key people

Partners

Our integration and data partners

CSR

Actively improving the environment and wellbeing of communities

We strongly believe that the long-term future of the organisation is best served by respecting the interests of all our stakeholders: employees, clients, suppliers and the wider community.

  • Wherever we operate we actively launch local environmental improvements and improve job opportunities.
  • We actively encourage employees to become involved in CSR initiatives such as recycling, fundraising activities and local community projects.
  • We encourage our staff to recycle work materials, which are disposed of in an environmentally safe manner.
  • We aim to reduce energy and water consumption.
  • We actively support selected charities that re-enforce and strengthen a sense of community.
  • We carefully screen investment companies with whom we work, including blacklisting if necessary.
  • We consider pertinent environmental issues and encourage environmental responsibility in suppliers and contractors with whom we work and the products we use.
  • We operate the “bike to work scheme” at all sites in the UK.

Pillar 3

Pillar 3 Disclosure

Download: Financial Express Investments Limited Pillar 3, Stewardship code and renumeration disclosure

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Registered office

Financial Express (Holdings) Limited

Registered in England and Wales

Registration No. 3672592

Registered office, 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ, UK