FE Investments, the investing arm of investment data and technology provider FE fundinfo, has added a range of responsible investment reports for its managed portfolio ranges.

The reports include ESG reporting, data and insights.

FE said they have launched the reporting to help Financial Planners explain the exposure risks associate with portfolios, funds and underlying holdings to their clients in clear and simple terms.

The reports will enable the client and adviser to compare portfolios on a like for like basis and determine which model best suits their needs.

They will take a hypothetical £1m investment portfolio, break down to the pound how much of this portfolio is geared towards thematic social and environmental issues, alternative energy, green building and pollution prevention.

The social impact statistics are included at holdings level, based on MSCI data, with companies included within the portfolio ranked by their social and environmental impact revenue and their exposure to ‘controversial’ industries. Where controversial investments exist, they are flagged on the report for the adviser and client attention.

FE said the reports will also hold FE Investments accountable for the investments in the portfolio.

FE Investments hit £5bn of assets under management in December.

It offers five model portfolio ranges: ‘Hybrid’, its mass affluent proposition; ‘Responsibly Managed’, designed for investors who want to do less harm and do more good; ‘Mosaic’, designed for high net worth individuals; ‘Natural Income’, a range of five outcome orientated portfolios with stated yield and capital growth targets; and ‘Decumulation’, which was launched in 2021 for the retirement market.

Parent company FE fundinfo made a number of acquisitions last year including Financial Planning cashflow modeler CashCalc,  Danish fund data and technology company FundConnect, and Australian technology firm Zenith Group in a deal including Zenith Investment Partners and Chant West, a research and ratings firm.