Monday, 16 September 2013 10:46
FE Select Portfolios become available on Transact
The FE Select Portfolios are now available on the Transact platform, making them more easily accessible to clients of both FE Research and Transact.
The companies say that the move will save time for financial advisers who use both services as they will be able to invest in the FE Select Portfolios in one step, rather than selecting the component funds individually.
The FE Select Portfolios are a suite of 15 risk-rated model portfolios designed for advisers seeking to outsource fund selection and portfolio construction. However, unlike other model portfolios, they are not pre-packaged pooled funds.
To allow advisers autonomy, FE instead publishes recommended asset allocations and fund selections for investors with different risk appetites to achieve optimal diversification and risk-adjusted returns. Financial advisers can then replicate these recommendations or adjust them to meet individual circumstances. The agreement with Transact provides an efficient mechanism for advisers who decide to emulate the FE Select Portfolios exactly.
Rob Gleeson, head of research at FE, said: "The FE Select Portfolios were originally designed to be as user-friendly as possible for IFAs, giving them the option of adopting our portfolios in their entirety or just certain elements of our research. Creating a packaged version of the portfolios on Transact is the latest development to meet IFAs' needs and to save them time so they can focus on advising their clients. We chose to partner with Transact for its leading-edge platform, state of the art technology and strong following in the IFA market."
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FE is a provider of investment data, software and performance analysis to the financial services sector. The FE Select Portfolios are designed to produce risk-adjusted returns through an optimal combination of actively managed funds. They are built from the best 100 funds ranked according to FE's suite of ratings – the FE Select 100.
The FE Select Portfolios provide a low cost outsourced investment solution for IFAs. This is a guidance service, complete with comprehensive jargon-free portfolio and fund reports, written with the end investor in mind. The adviser remains in complete control of trading, implementation, risk assessment and suitability, and all communication with their clients.
Transact, an IFP corporate member, is widely recognised as wrap platform available in the UK, having launched in 2000 and now administering over £14bn on behalf of over 104,000 investors.
The companies say that the move will save time for financial advisers who use both services as they will be able to invest in the FE Select Portfolios in one step, rather than selecting the component funds individually.
The FE Select Portfolios are a suite of 15 risk-rated model portfolios designed for advisers seeking to outsource fund selection and portfolio construction. However, unlike other model portfolios, they are not pre-packaged pooled funds.
To allow advisers autonomy, FE instead publishes recommended asset allocations and fund selections for investors with different risk appetites to achieve optimal diversification and risk-adjusted returns. Financial advisers can then replicate these recommendations or adjust them to meet individual circumstances. The agreement with Transact provides an efficient mechanism for advisers who decide to emulate the FE Select Portfolios exactly.
Rob Gleeson, head of research at FE, said: "The FE Select Portfolios were originally designed to be as user-friendly as possible for IFAs, giving them the option of adopting our portfolios in their entirety or just certain elements of our research. Creating a packaged version of the portfolios on Transact is the latest development to meet IFAs' needs and to save them time so they can focus on advising their clients. We chose to partner with Transact for its leading-edge platform, state of the art technology and strong following in the IFA market."
{desktop}{/desktop}{mobile}{/mobile}
FE is a provider of investment data, software and performance analysis to the financial services sector. The FE Select Portfolios are designed to produce risk-adjusted returns through an optimal combination of actively managed funds. They are built from the best 100 funds ranked according to FE's suite of ratings – the FE Select 100.
The FE Select Portfolios provide a low cost outsourced investment solution for IFAs. This is a guidance service, complete with comprehensive jargon-free portfolio and fund reports, written with the end investor in mind. The adviser remains in complete control of trading, implementation, risk assessment and suitability, and all communication with their clients.
Transact, an IFP corporate member, is widely recognised as wrap platform available in the UK, having launched in 2000 and now administering over £14bn on behalf of over 104,000 investors.
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