Bringing you live news and features since 2006 

FE Investments launches decumulation portfolios for financial advisers

RELATED TOPICS​

Model portfolio provider FE Investments has launched a new range of portfolios designed for financial advisers to help their clients in the decumulation phase of their investment journeys.
 

In recognition of the different risks that decumulation clients face, the range includes two new portfolios, the Initial Income Retirement Portfolio and the Long Term Retirement Portfolio.
 
The Initial Income Decumulation Portfolio aims to protect investors from sequencing risk, where a large fall in the markets early in retirement significantly devalues investments, from which they may never recover. The portfolio is designed with capital preservation as a primary concern, with a low correlation to equity markets, which are among the highest risk investments.
 
The Long Term Retirement Portfolio meanwhile aims to protect investors against shortfall risk, where an investor runs out of money during retirement. The portfolio aims to grow capital in the short term via exposure to equity markets and then subsequent long term growth over an extended period.
 
Toyosi Lewis, Retirement Investment Specialist at FE Investments, says: “Having the right decumulation strategy in place for clients has never been more important for financial advisers. Many clients are still relying on accumulation solutions to manage drawdown, which don’t mitigate against the different risks they face in retirement. 
 
“Be it longevity or sequencing risk, advisers need to play an important role in helping their clients in decumulation to think differently about the risks they will face. Our decumulation portfolios are designed to mitigate these risks and help advisers satisfy their clients’ retirement objectives and tackle the twin challenge of income sustainability and sequencing risk.”
 
The decumulation portfolios are the latest range to be offered by FE Investments as it builds out its MPS offering to serve an increasingly diverse range of clients. The decumulation portfolios will sit alongside its Hybrid, Mosaic, Responsibly Managed and Income portfolios, each of which apply FE Investments’ risk-adjusted approach and are backed by leading fund data provided by FE fundinfo.
 
The portfolios will be available initially on the following platforms – abrdn wrap, 7IM, AJ Bell, Aviva, Embark, Hubwise, Praemium, Quilter and Transact.
 

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

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
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...
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