• Product Mastering

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

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

    • Global Funds Registration

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      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

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FE Investments Responsibly Managed Portfolios

The Responsibly Managed range brings our analytical ESG framework to the fore in
order to provide responsible, pragmatic, risk-targeted growth that has a positive impact
on the world around us.

The value of investments and the income from them may go down as well as up and
you may not get back the amount originally invested.

Meeting your needs

Integrating ESG into our robust investment process

The FE Investments Responsibly Managed range builds on our core principles of doing less harm and doing more good, while delivering on our risk and return profiles.

The portfolios are constructed with our key ESG principles in mind to make sure that your clients’ money is having a positive impact on society and the environment.

Your clients know that their investments have a low carbon footprint, are monitored for good governance, and are not invested in sectors likely to have a negative impact on the environment and society.

  • ESG and data-led investments

    The portfolios combine our strong data analysis and risk management and diversification processes with our robust analytical ESG framework to make sure that we can provide returns with principles.

  • Engaging for a positive impact

    Our research team provide detailed insight into underlying companies to assess their ESG credentials and hold them accountable where necessary. 

    Engaging with fund managers helps us gain exposure to investments that have a positive impact on the planet and that meet UN Sustainable Development Goals. We also look to encourage improvements to ESG investment strategy and transition towards more sustainable processes.

  • Minimising negative ESG factors

    By filtering out funds with a poor responsible track record, and continual monitoring, we are able to bring more responsible value to your clients and minimise their exposure to controversy.

  • Do more good

    Our approach to sustainable portfolio management is to make sure that the portfolios can really make a difference in the world while also providing your clients with the expected levels of risk and return.

Key Features

How does Responsibly Managed support your clients?

Integrating ESG into the investment process

Investing in positively impactful ways has increased in investors’ priorities in recent years. Our Responsibly Managed portfolio range is here to help your clients towards their objectives, while using their money for good.

The portfolios are for those investors who want to know that their investments have a low carbon footprint, are monitored for good governance, and are not invested in sectors likely to have a negative impact on the environment and society.

Our enhanced ESG reporting gives you more information on the facts that matter and are designed to integrate easily with your day-to-day advice and client-management.

  • Clear ESG principles
  • Holding asset mangers to account
  • Minimised exposure to controversy
  • Enhanced ESG reporting

BACKED UP BY THE NUMBERS

Responsibly Managed Portfolios

What to expect

  • 0

    portfolios

    in the Responsibly Managed range

  • 0

    holdings

    in each portfolio

  • 0

    Portfolio rebalances

    per year

Our awards

  • Josh Robertson Headshot (1)
  • Mohammed Barake Headshot

Are you ready to get started?

Speak to one of our investment specialists to see how we can help transform your investment proposition

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