Model Portfolios | FE Invest for Advisers

A new breed of model portfolios

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FE Invest is a suite of risk optimised model portfolios targeted at the complete range of investor risk profiles. Our investment approach leverages the efficiency of cutting edge technology with the oversight of experienced professionals to deliver an optimal investment service.

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Overview

Proven track record of expertise

Our model portfolios are driven by our unique and comprehensive ratings system, which independently rates a broad selection of top quality funds covering all asset classes and sectors.  We are unmatched in the breadth and depth of our ratings, ensuring our scores really do reflect the highest quality funds.


Quality assurance

We have a range of portfolio types including actives, passives and hybrids designed to produce superior risk-adjusted returns. Each portfolio is regularly reviewed and has strict targets that it must meet in regards to both performance and risk.

Key Benefits

Peace of mind

  • Prove you are working to a recognised, repeatable and compliant process
  • Offer the transparency required to gain trust from your clients through regular governance reports, clear charges and an open investment process
  • Benefit from 20 years’ worth of data and fund performance research, along with a suite of model portfolios that are crafted to ensure total independence and optimal diversification to give risk-targeted returns

Comprehensive research

  • Selection of more than 30 risk-aligned portfolios
  • Unique methodology (the Q2 process) to ensure optimised portfolio diversification
  • Investment market coverage with use of our FE Trustnet journalists and in-house analysts
  • Attitude to risk questionnaire results suggesting the most appropriate portfolio
  • More business in, more business retained
  • Add value to clients with white-labelled reporting, an easy to follow 6-step portfolio selection process and regular governance reports
  • Powered by FE Analytics, all reporting and file management is in one system
  • Free up time for clients through reduced research time
  • Build trust with clients through a structured investment process

Governance

  • Regular and real-time governance reports for you and your clients
  • Significant market changes and events communicated to you
  • Proof that you are working to a recognised, repeatable and compliant process, keeping abreast of changes that may affect your clients’ portfolios
  • A digital paper trail created to record investment decisions

Transparent charges

FE Invest is committed to transparency and our charges reflect this. No extras. No surprises. From around 0.27% dependent on platform used (excl. VAT) – and up to two thirds* is reinvested into investment research and systems development, ensuring your portfolios remain at their optimal risk/performance potential.

These charges are in addition to platform and adviser charges.

*Proportion will fluctuate depending on AUM.

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Key Features

Model portfolios

  • Model portfolios are constructed using FE Invest’s proprietary portfolio optimisation tool, the methodology behind which has been tested by CASS Business School
  • This goes beyond just choosing the best funds per asset class, and instead understands how funds interact with each other then uses this knowledge to construct the best portfolios possible
  • Model portfolios are available via the following platforms: Standard Life, Aviva, Transact, Nucleus, Fusion and Novia.

Learn more about creating the model portfolios


Approved List

  • The FE Invest Approved List is an unbiased broad selection of top quality funds covering all asset classes and sectors
  • Selected using FE’s uniquely comprehensive suite of ratings and awards, coupled with in-depth qualitative research by our skilled team of analysts
  • Insight from all angles – looking at the best funds, fund managers, investment houses and adviser industry consensus opinion

Learn more about the FE Invest Approved List


Our portfolio managers

  • Our core principle is a simple one: put the needs of the end investor first
  • This ethos permeates everything we do; from our clear, jargon-free portfolio reports to our regular market updates, governance reports and the variety of portfolios on offer. All of our analysts are bound by a code of conduct, the purpose of which is to ensure the integrity of the investment process
  • The interests of clients and investors are placed firmly at the forefront of all decision making processes to ensure an unbiased, independent approach

 Learn more about our portfolio managers


Reports and support

  • Our comprehensive and straightforward range of documents provides the perfect complement to FE Invest, as does our ongoing support service
  • Together, they can help you stay up-to-date and confident that you are maximising development and growth opportunities for your business

Learn more about reports and ongoing support


Guided investment process

  • Ensure total peace of mind for both you and your clients by using our guided investment process tool, Wealth Manager
  • It has been developed to capture all the information you need to recommend an appropriate FE Invest portfolio based on a client’s risk appetite and financial objectives

Learn more about our guided investment process

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


"FE saved us a significant amount of time in putting portfolios together. And we now have more time to focus on other activities."

Advies Private Clients

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Contact us

We're always ready to answer any of your questions. Contact us and one of our specialists will talk you through how our software can help your business grow.

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