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Claire Lewis


Recent Posts

Over 30 DFMs Sign Up to the Model Portfolio Transparency Revolution

By Claire Lewis FE Transmission

A total of 31 discretionary fund managers (DFMs) have signed up to FE Transmission, the service which allows financial advisers to research and analyse model portfolios and DFMs.

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Jupiter European takes top spot in adviser research rankings for 2017

By Claire Lewis

  • Standard Life’s GARS drops out of top three for first time

As 2017 draws to a close, FE takes a look at the funds that have piqued adviser interest and those which have fallen out of favour on FE Analytics, the leading investment research and analysis tool.

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Key Regulatory Developments in 2018

By Claire Lewis

Will PRIIPs and MiFID II be the Grinches that steal this year’s Christmas?

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FE Launches One-Stop Investment Process For Advisers

By Claire Lewis

  • FE’s whole of market data uniquely allows advisers to map any investment solution to a clients’ risk profile

FE, a leading investment ratings and research agency, today announced the launch of FE Analytics+ Investment Planner, a step by step investment process to help advisers meet suitability requirements and deliver consistent investment advice.

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Board of Directors Appoints Neil Bradford as CEO of FE

By Claire Lewis

FE, a leading investment ratings and research agency, today announced that the Board of Directors has appointed Neil Bradford as CEO, a newly created role to help position the firm for its next phase of growth. He joined FE on the 11th September 2017.

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Uncertain Macro Outlook Drives Latest Changes to FE Approved Funds List

By Claire Lewis FE News

Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest FE Invest Approved List rebalance.

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FE backs defensive funds in bi-annual rebalance of Approved Funds List

By Claire Lewis

  • Gilts exposure remains essential portfolio insurance against equity market sell-off
  • Absolute Return exposure complemented with additional defensive options
  • Reduced international exposure, increased UK equity exposure

Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest bi-annual FE Invest Approved List rebalance.

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