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Discretionary Model Portfolios from FE | For Advisers

FE Invest, a complete model portfolio service - now the fastest growing DFM on platform

FE Invest is our range of discretionary model portfolios offering Advisers investment options to suit a range of investor risk profiles and investment objectives.

With AUM surpassing the £1.5billion mark in just over 3 years since launch, FE Invest has been named the fastest growing DFM Model Portfolio Service on platform by independent research from Platforum.

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Overview

The suite of risk-optimised model portfolios is built using a unique investment process driven by our industry renowned ratings system, comprehensive fund data and cutting-edge technology with the oversight of experienced professionals. This ensures the model portfolios are well optimised for their risk bands and are completely free from bias.

FE's ratings review 20 years' worth of performance history to identify the best of breed funds within the whole of the market. The highest-scoring funds are reviewed by our expert analysts to create the FE Invest Approved Fund List. This shortlist forms the foundation of our range of model portfolios. 

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Key benefits

Choice and flexibility

The FE Invest Approved Fund List contains funds from across the market from the largest household names to specialist boutiques. This means that our model portfolios include a variety of asset types, active and passive strategies offering Advisers an 'Active Core' range, 'Hybrid' range, a 'Responsibly Managed' range and a dedicated income portfolio. The Active and Hybrid range are available in five risk levels and term weighted in short, medium and long term at each risk level.

Why is investment term important ?


Active risk management

At FE, we focus on risk to achieve the right returns for your clients. The FE Invest model portfolios are created using specialist optimising technology built in-house that runs 17 trillion fund combinations from the FE Invest Approved Fund List to select funds that will give each portfolio the appropriate level of volatility and largest diversification benefit.

Once the most diverse model portfolio for each risk level has been identified, additional scenario analysis is conducted to ensure the portfolio behaves as it should in a wide variety of market conditions.

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Built to support Advisers

FE Invest is designed solely for intermediaries and the Adviser stays in full control of the client relationship. We support this relationship by providing Advisers with additional content created to explain the value of the FE Invest proposition to end-investors.

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Be Better Informed

Our investment expertise and support are available to you at all times and will help you stay up-to-date and confident that you are servicing your clients and growing your business.

  • Access to investment analysts, dedicated relationship managers and technical specialists
  • Jargon free bespoke, white labelled reporting
  • Weekly, monthly and quarterly market commentary
  • Dedicated client portal for you to access all the above alongside insightful content, rebalance webinars, exclusive fund manager interviews and more

A compliant, transparent investment process

Delivered to Advisers via the award-winning FE Analytics software, we are committed to providing a full investment service. The FE Invest proposition includes a guided investment process via FE Analytics+ Investment Planner to ensure that your individual client's attitudes and needs are matched with the appropriate portfolio within our range.

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Platform Availability

Don't just take our word for it

“By outsourcing fund selection and governance to FE, we can focus on what really matters; spending time with our clients and providing them with the best possible service.”

PK Group

“We are delighted with the innovative approach and use of technology FE’s Model Portfolio Service provides to meet our needs. Their willingness to adapt and continually improve has resulted in both an advanced service and cost saving for our valued clients.”

Lewis Brownlee Financial Services


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We are always happy to hear from you. Contact us if you have any questions and one of our specialists will take you through how we can fulfil your business needs.

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