FE Investments Tailored Portfolios
Our custom MPS for advisers enables you to shape our core investment capabilities and
expertise around your unique business objectives and client book, while we handle the
day-to-day investment management and administration.
The value of investments and the income from them may go down as well as up
and investors may not get back the amount originally invested.
Meeting your needs
An investment proposition built around you
With your insight we can build a custom investment solution around your investment philosophy and specific client profiles to help deliver the best possible outcomes.
From optimising the client reporting we produce, to your framework for asset allocation, we want to help you to deliver an investment proposition that meets the needs of your clients.
Â
-
Meet your clients' specific needs
You bring the best understanding of your clients and their needs. With your insight, we build around your client profiles and business challenges to help deliver good outcomes.
-
A partnership you can depend on
Our team supports you throughout the partnership to provide you and clients with access to our investment team and high-quality support and materials.
-
Keep control of client relationships
As with our other portfolios, you remain completely in control of the client relationship, while we take on the administrative burden of monitoring and managing your clients' investments.
-
Stay compliant
Rest assured that your investment proposition is fully compliant with improved governance and oversight and helps deliver good client outcomes.
KEY FEATURES
Tailored Portfolios
Shape our capabilities around your requirements
Harness our operational excellence
Pairing your expert knowledge of your client base, with our robust internal processes and scale brings a wealth of benefits.
Over our experience as an outsourced investment manager, we've built rigorous processes including exception management and corrective actions for rebalances, stress-testing, risk monitoring and more. This means we can support you with a fully compliant, bespoke investment proposition.
- Deep fund research and approved list
- Diversification driven by portfolio optimiser tool
- FE Investments’ internal governance processes
- Efficient portfolio administration and rebalancing
- Robust compliance
Deliver a more compliant investment proposition
We provide the target market assessment for your portfolios and simplify meeting the demands of Consumer Duty by ensuring that we efficiently design portfolios that meet your clients’ needs. We can provide customised client-friendly reporting that helps demonstrate the value of your advice and proposition.
This is supported by a joint product governance committee and oversight from our other internal processes such as exception management and corrective actions for rebalances, stress-testing and risk monitoring to provide you with a fully compliant, bespoke investment proposition.
- Fully compliant, bespoke investment proposition
- Customised client-friendly reporting
- Joint product governance committee
- Stress-testing and risk monitoring
What can be tailored?
Our expert team work with you in a consultative and iterative way to better understand your business and objectives to produce a solution that fits your brief.Â
With your insight, we build around your client profiles to help deliver the best possible outcomes.Â
- Number of holdings for diversification
- Influence strategic asset allocation
- Bespoke reporting
WHAT OUR CLIENTS SAY
How we have been helping advice firms
We have great, transparent communication with FE Investments; regular investment meetings, updates before rebalances are executed, an easily accessible and helpful personal contact, and our clients can sign up for FE Investments’ weekly market commentary.
Charlotte Jamieson
Chartered Financial Planner, Clear Cut Financial Planning
FEATURED INSIGHT
WEBINAR: How can a Tailored MPS help your advice business?
Rob Gleeson, Chief Investment Officer, and Catherine Makin, Head of Tailored, discuss how Tailored works, the capabilities and use cases in this webinar recording.
Our awards
Are you ready to get started?
Related products
Discover our Managed Portfolios
We offer a range of risk-managed investment solutions aligned to different stages of the client's journey. They have been built around your needs to best support you and your clients.
RELATED INSIGHTS
What we think
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
