Bringing you live news and features since 2006 

Three more platforms to offer FE Investments’ portfolios

RELATED TOPICS​

Three additional investment service platforms will offer access to FE Investments’ range of risk-targeted portfolios, taking the total number of platforms on which the portfolios are now available to 17.

Aegon, FundsNetwork and Old Mutual Wealth are the latest platforms to offer FE Investments’ Hybrid, Income, Responsibly Managed and Mosaic portfolios, which are risk-adjusted to meet the needs of a wide variety of investors. The firm’s approach to its portfolio construction differs to traditional methods, preferring instead to concentrate on risk targeting and diversification of funds, rather than selecting the ‘best in class’ of differing assets.
 
The latest additions to platform cap an impressive period of growth over the past year for the investment firm, which is the investment arm of global fund data and technology company, FE fundinfo. Having launched as a consultancy in 2012, FE Investments now has more than GBP3.5 billion of assets under management (AUM), is the second fastest growing DFM on platform according to Platforum and in December 2020, won the ‘Rising Star’ award at the PA Wealth Partnerships Awards.
 
Oliver Clarke-Williams, Portfolio Manager at FE Investments, says: “The volatile markets in 2020 demonstrated to many investors the importance effective risk management within their portfolios. That we have been able to grow our AUM in these challenging circumstances and further increase our presence on platform demonstrates the effectiveness of the FE Investments’ approach. 2021 promises to be another year of growth for FE Investments and DFMs in general as investors look to readjust their portfolios to benefit from any potential market upside.
 
“The inclusion of our portfolios on the Aegon, FundsNetwork and Old Mutual Wealth platforms is the latest step in this journey and will further increase our range of distribution among advisers and their clients. Having access to our portfolios will allow Aegon’s, FundNetwork’s and Old Mutual Wealth’s clients the chance to benefit from our unique approach.”
 
Ronnie Taylor, Chief Distribution Officer, Aegon, says: “One of the focuses for Aegon Platform this year has been delivering a broader range of investment solutions that add real value for advisers, so we’re pleased to extend our range of DFM functionality by launching FE Investments’ DFM.”
 
Karen Blatchford, distribution director at Old Mutual Wealth, says: “We’re pleased to add FE Investments’ portfolios to Old Mutual Wealth as we enhance access to discretionary investment managers through our new platform technology.”
 
Paul Richards, Head of FundsNetwork Distribution, Fidelity International, says: “Fidelity FundsNetwork is continuing its programme of enhancements to support the growing number of Discretionary Fund Managers on its platform, and we are excited to include FE Investments’ portfolios as part of this expansion. Flexibility and effective risk management are integral to FundsNetwork’s clients, and we believe the inclusion of these portfolios helps fulfil this need.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by