• Product Mastering

      Formerly Fundipedia — automate fund data collection, validation and distribution with regulatory-grade accuracy and compliance

      Client Book of Record

      Centralise client and counterparty data with automated validation, regulatory compliance and complete relationship visibility

      Fee & Distribution Channel Management

      Streamline distribution fee management with automated calculation, validation and transparent reporting across channels

    • Global Funds Registration

      Accelerate cross-border fund registration with expert support, regulatory intelligence and streamlined compliance workflows

      Fund Filing

      Automate regulatory filings and reporting with validated data, intelligent workflows and complete audit trails

      Regulatory Document Production

      Automate compliant PRIIPs, UCITS, SFDR and TCFD document production with expert validation and multi-language support

      Regulatory Template Production

      Generate market‑standard regulatory templates with automated calculations to ensure accurate, compliant disclosures across jurisdictions, including UK CCI, SFDR, TCFD, and more

      Calculations

      Deliver consultancy-grade PRIIPs, cost transparency and performance calculations with industrial-scale automation across European markets

    • Dissemination

      Distribute fund data and documents efficiently across platforms, regulators and distributors with automated workflows

      Feeds

      Access comprehensive fund data feeds with flexible formats, automated delivery and regulatory-grade accuracy

    • Investment Tools

      Model client scenarios and analyse investments with tax-aware cashflow planning and structured product evaluation tools

      Investor Engagement

      Reach millions of investors with comprehensive research content, independent ratings, and digital engagement via Factsheets and Fund Centres

    • Fund Research and Analysis

      Access comprehensive fund research, portfolio analysis and investment decision tools with trusted data and real-time insights via FE Analytics

      Portfolio Construction

      Comprehensive managed portfolio service data with detailed holdings, performance analysis and comparison tools

      Investment Intelligence

      Centralise portfolio performance, platform data and fee monitoring with automated insights across your advice practice

    • Nexus AI for Investment Managers

      Automate compliance checks, accelerate distribution and monitor market intelligence with AI-powered regulatory workflows

      Nexus AI for Wealth & Financial Advisers

      Automate meeting transcription, summaries, CRM updates and emails for a 50% increase in operational efficiency and fresh cost savings. Start your free trial

    • Case Studies

      Real client success stories demonstrating measurable results and operational improvements

      Whitepapers

      In-depth research and analysis on challenges facing investment managers and wealth managers

      Newsroom

      Latest company announcements, product launches and industry news from FE fundinfo

      Articles

      Expert insights on fund data, regulatory compliance and investment technology trends

      Podcasts

      Conversations exploring how artificial intelligence transforms investment management and financial advice

    • Better Connected World Tour

      Join industry leaders exploring the future of fund distribution, data connectivity and regulatory technology

      On-Demand Webinars

      Access expert insights on regulatory compliance, technology innovation and industry trends whenever you need them

      Demo Day Wednesdays

      See our platform in action every Wednesday with live product demonstrations and expert Q&A sessions

      Private Banking Summit

      Connect with private banking leaders exploring wealth management innovation, regulatory challenges and client engagement strategies

    • Call Support

      Get in touch with one of our dedicated support teams

      User Guides

      Step-by-step documentation and tutorials for FE fundinfo products and platform features

      Customer Portal

      Access support resources, submit requests and manage your FE fundinfo services

      FE fundinfo Training Academy

      Comprehensive training modules for FE fundinfo platform users and advisers

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FE Investments’ Model Portfolios now available via James Hay Partnership

Since launching in 2015, FE Investments has become one of the fastest growing discretionary fund managers in the UK. We manage more than £2.3bn of assets for hundreds of financial adviser firms across the UK. With the addition of James Hay, our Portfolios are now available on 12 leading platforms – with more to be added this year.

What makes FE Investments stand out?

FE Investments was born out of FE fundinfo’s expertise in data and analysis and fully integrates with the FE Analytics ecosystem, providing a comprehensive, end-to-end solution for financial advisers.

Our investment philosophy is distinct and well placed in an era of continued uncertainty for markets. We avoid the inherent risk in trying to predict the future and time market movements. Our focus is on taking the appropriate level of risk for each portfolio by avoiding unwarranted risks and maximising diversification. Ultimately, we aim to offer a range of portfolios that deliver a consistent return profile, without any undue surprises, and that meet your clients’ needs and objectives.

Read more about how this philosophy drove some of our investment decisions in 2019

How to invest?

FE Investments is available on 12 leading platforms: Aegon, Alliance Trust, Ascentric, AVIVA, Fusion, Novia, Nucleus, Standard Life, Transact, Zurich, 7IM – and now James Hay.  

Learn more about out our award winning Managed Portfolio Service.

You can also attend one of our popular quarterly market update events to hear our view on markets and how this could impact your clients’ investments, see events calendar.

If you have any questions about our investment process, why not get in touch with one of our experts, speak to a specialist.

Investments carry risk.