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FE launches risk-targeted model portfolios

Data provider and research company FE has launched a range of model portfolios constructed from its FE Select 100 list of top scoring funds.

According to FE, the 15 Select Portfolios have been designed to meet five levels of risk appetite across three investor time horizons: short, medium and long term.

The FE Select 100 list uses four quantitative ratings to analyse funds from all angles, including its FE Crown fund ratings; Alpha Manager ratings; and the FE AFI panel of IFAs.

Both the FE Select 100 and FE Select Portfolios are revised every six months in March and September.

Head of FE Research Rob Gleeson says: “Unlike discretionary fund management solutions, the FE Select Portfolios keep IFAs in the driving seat.

“FE Research offers asset allocation and fund selection guidelines, while IFAs control the implementation, allowing them to tweak the models or fund choices to suit individual clients.”



LV= announces annuity gender pricing strategy

LV= has announced its approach to gender-specific annuity business following an EU ruling which bans gender pricing for insurance contracts. In March last year, the European Court of Justice ruled that insurers cannot price products based on gender from 21 December this year. The move will force providers to radically alter the way they price […]

Advisers criticise Miliband’s pension charge cap proposal

Advisers have attacked Labour leader Ed Miliband’s ‘blunt instrument’ proposal to introduce an annual cap on pension charges. In an open session with the public at the Labour party conference on Saturday, Miliband pledged to introduce a “strict cap” of 1 per cent on annual pension fees. Miliband said: “What has been happening is while […]


FSA warns against payments which ‘work around’ RDR commission ban

The FSA has sent a Dear CEO letter to 24 providers and advisers warning against payments which “work around” the commission ban under the RDR. The regulator says its supervisory work has alerted it to “moves in the market which could undermine the RDR adviser charging provisions” and unfairly disadvantage advisers who are working hard […]

Skandia research highlights adviser confusion over platform rules

Advisers remain confused about the impact using a single ‘main’ product platform will have on their independent status, research from Skandia suggests. A survey of over 1,000 advisers found that 40 per cent believe they cannot use one main platform and remain independent, while 48 per cent think they can. Some 12 per cent of […]

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Auto-enrolment — don’t leave it too late…

With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.


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There is one comment at the moment, we would love to hear your opinion too.

  1. You cannot, no matter what you do, no matter how you construct the so called risk targeted portfolios second guess the markets. Events like a double dip recession or bombs in Bahgdad, will impact globally, regardless.

    And the sad thing is that the markets are run by people who have no long term view, their buying and selling tactics to generate immediate profit is what puts the volatility into the system, thereby increasing the risk.

    Risk is a natural fact of life, cross the street and you take a risk, drink water from the tap and you take a risk that the water company hasn’t put too many harmful chemicals in it to “purify” the water.

    And no one gets out of life alive.

    It looks like I am having a bad start to the day.

    Where have all the clever people gone, those great minds who inspired our nation in the past, who moved us forward as an industry and as a nation to achieve greatness.

    GB used to be great, now we are mediocre and frightened of standing up for what we believe in.

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