When it comes to discussing our performance, we are very honest and transparent. We encourage advisers and planners to carry out their own research on our portfolios and FE’s MPS Directory allows advisory firms to gather more of the data they require.
Set up as ‘FE Transmission’ in 2015, the MPS Directory has gone from strength to strength. FE fundinfo, the leading global fund data and technology company, has signed-up over 50 managed portfolio providers to its MPS Directory, a tool that supports adviser’s due diligence and drives transparency into the model portfolio assessment process. The service gives advisers the capability to research and analyse multiple providers’ portfolios using FE Analytics’ performance tables, charts, factsheets, FE Risk Scores and holdings-based analysis.
The IBOSS Core MPS range was originally made available on the service back in December 2019, since then we have added the Passive and Sustainable MPS ranges, and with more adviser licenses available than ever before you can request access to our portfolios by following these simple steps;
- Go to www.feanalytics.com
- Log in using your FE Analytics login details
- Click menu in the top left
- Under the ‘Portfolio Tools’ title select > MPS Directory
- Select > Directory under ‘Options’ on the left-hand side
- Scroll down and select > IBOSS under ‘Available Model Providers’
- Finally, click the blue box > Activate Me in the bottom right under the IBOSS information
If you have any queries regarding the information above or would like to discuss our MPS portfolios in more detail, please do not hesitate to contact a member of the IBOSS Business Development Team;
Kevin Morrison: 07891 814345 / firstname.lastname@example.org
Tracey Atkin: 07719 327524 / email@example.com
Tanya Legge: 07902 307277 / firstname.lastname@example.org
Dawid Lesniowski: 07907 574921 / email@example.com