We are delighted to announce that our Passive MPS Portfolios are now available on the FE fundinfo MPS Directory (previously named FE Transmission). Subscribers can now incorporate the IBOSS discretionary passive portfolios into their research and reporting within FE Analytics.
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 Passive Managed Portfolio Service (Passive MPS) range consists of seven actively managed risk-rated model portfolios, built using cost effective passive instruments that closely mirror the asset allocation of our Core MPS.
The Passive MPS offers lower annual fees through its passive orientation and accommodates the more cost-conscious clients, with a DFM fee of 0.15%* and a portfolio construction cap of 0.14% OCF.
Our Core MPS range has been on the directory since December 2019, alongside other top UK providers including Quilter Cheviot, Brewin Dolphin, 7iM, Brooks Macdonald and others, in a bid to improve portfolio transparency.
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 expanding the range available via FE’s MPS Directory allows advisory firms to gather more of the data they require.
If you would like to request access to view our portfolios on FE Analytics, please follow the simple steps below;
- 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 BDM team;
Kevin Morrison: 07891 814345 / kevin@ibossltd.co.uk
Tracey Atkin: 07719 327524 / tracey@ibossltd.co.uk
Tanya Legge – 07902 307277 / tanya@ibossltd.co.uk
*The removal of VAT is currently pending confirmation of HMRC clearance
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
Past Performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.
IAM 309.10.20
