FE Investments – the investment arm of FE fundinfo – has partnered with Dynamic Planner to risk profile its four ranges of managed portfolios.
Dynamic Planner will ensure the portfolios – called Hybrid, Responsibly Managed, Income and Mosaic – match the end investor’s agreed risk mandate to enable advisers to meet and exceed the regulator’s suitability requirements.
Chris Jones, Proposition Director at Dynamic Planner, said:
“The way in which we risk profile solutions is increasingly becoming the benchmark for advice firms and the standard for asset managers.”
“We welcome FE Investments’ range of managed portfolios to the fast-growing base of over 1,400 funds currently profiled in Dynamic Planner.”
“With the breadth of its range of managed portfolios and £2bn in assets under management, FE Investments’ proposition is clearly an important option for advisers and their clients. Advice firms will now be able to view FE Investments’ managed portfolios within the UK’s most widely used risk-based financial planning technology system.”
Mark Chanda, Head of Adviser & Discretionary Investment Sales at FE fundinfo, said:
“Since launching FE Investments more than five years ago, we have gone from strength to strength. We now actively manage more than £2bn of assets through our range of risk targeted managed portfolios, which cater for a wide range of investor risk profiles.
“We are very pleased to be offering our managed portfolios in Dynamic Planner and to be working with them. This will help many financial advisers find suitable investment options for their clients.”
“We believe that by making FE Investment’s managed portfolio range available within Dynamic Planner, we can offer advisers an investment service that supports their clients in reaching their investment goals, whatever they may be.”
FE Investments’ managed portfolios bring the total number of funds profiled or rated by Dynamic Planner to more than 1,430, the largest number risk profiled by any ratings system in the UK.
You can search for the FE Investments portfolios in Dynamic Planner today. Not yet a Dynamic Planner user? Request A Demo and discover how it can help support your firm.