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Are your cognitive biases preventing you from selecting the best investments for your clients?

By Kaavya Dijendranath

The recent FE Invest Breakfast Briefing series explored the topic of cognitive & behavioural biases and their effect on investing. The speakers discussed the pitfalls faced by investors, advisers and fund managers alike and made it clear that none of us are immune from our own assumptions.

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Why you should consider insourcing.

By Kaavya Dijendranath

‘Outsourcing’ has been a big buzzword over the last few years. From support desks to software development - outsourcing for operational and business efficiencies has become popular, even in financial services. In the Financial Advice industry, there has been a more recent trend towards outsourcing investment solutions to DFMS - giving third-party discretionary fund managers, the permission to invest and rebalance client portfolios. However, given the onus on Advisers to ensure they remain accountable for the investment selection for an individual client, does the term ‘outsourcing’ truly reflect the reality?

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Calculating the impact of charges on client portfolios: The case for Reduction in Yield

By Kaavya Dijendranath

Performance, risk level and costs are key elements in establishing investment suitability. Whilst undertaking replacement business, regulation requires Advisers to conduct comprehensive cost comparisons, by factoring in all costs (not just a ‘headline’ annual management charge) associated with the existing solution against the recommendation. Finalised guidance from the regulator in this regard (FG12/16), offered a number of suggestions for good practice including identifying and justifying any additional costs involved in investing that could impact the client’s objectives. Ideally, this would include initial costs, exit charges, adviser fees, platform charges and so on.

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Crown Ratings Rebalance January 2018: Find out what's changed and how the ratings can help you

By Kaavya Dijendranath

The FE Crown Fund Ratings are rebalanced twice a year. The first rebalance of 2018 has given 324 funds the highly-prized five FE Crowns Rating, of which 15 are newcomers and 54 have jumped two or more FE Crowns to achieve the top accolade. The funds are spread across sectors with all the IA sectors seeing some churn in the ratings of their funds - 45% of funds within the universe (a total of 1345) have gained or lost FE Crowns at this rebalance.

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12 ways FE helped Advisers in 2017

By Kaavya Dijendranath

As everybody is getting into the festive spirit – we thought we’d use the 12 Days of Christmas song as inspiration to look at 12 ways FE has helped Advisers this year. It's been a busy year of new launches and additions to FE Analytics.  So why not grab a mince pie and scroll through our year in review...

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Introducing the FE Invest Responsibly Managed Portfolio Range

By Kaavya Dijendranath

The interest in responsible investing has recently increased manifold.

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21 Multi-Asset Funds Added to the FE Approved List

By Kaavya Dijendranath

We are pleased to announce that 21 Multi-Asset funds have today been added to the FE Approved list.
The latest addition will help Financial Advisers in selecting the best of breed Multi-Asset funds for their clients' needs.

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5 ways FE’s new end-to-end investment process can help your business

By Kaavya Dijendranath

You may have seen in the press recently, the team here at FE have launched a new product in response to client feedback. FE Analytics+ Investment Planner is the latest addition to FE’s award-winning Adviser proposition. The Investment Planner brings together FE’s data capabilities, the FE Risk Scores and dynamic reporting solutions to offer Advisers a complete end-to-end investment process from profiling a client's risk appetite and capacity for loss through to selecting and reporting the most appropriate investment options for an individual client's needs. 

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Client reporting under PRIIPs and MiFID II - For Advisers

By Kaavya Dijendranath

Written by Mikkel Bates, Regulatory Consultant at FE. First published at professionalparaplanner.co.uk.

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Investor pursuit of real returns highlights the need for Financial Advice

By Kaavya Dijendranath

Inflation in the UK hit a record high of 2.9% in May 2017 and is set to soar to 4% in the second half of the year as per forecasts from the National Institute of Economic and Social Research. Data from FE Analytics shows the upward trend in the UK Consumer Price Index and UK Retail Price Index over the last five years to 3.09% and 6.01% respectively (as at 10th July 2017).

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