We are delighted to announce that our Sustainable MPS portfolios are now available on the FE fundinfo MPS Directory (previously named FE Transmission). Subscribers can now incorporate the IBOSS sustainable discretionary 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 Sustainable Managed Portfolio Service range consists of six actively managed risk-rated discretionary model portfolios, built using funds within IBOSS’ sustainable framework criteria, whilst closely mirroring the asset allocation of our core MPS. The service caters to clients who wish to invest in companies and organizations that commit to generating measurable social and environmental goals, alongside a financial return. In an area of the market which is particularly complex, we strive to construct portfolios which have a superior level of diversification.
The Sustainable MPS has a DFM fee of 0.25% and a portfolio construction cap of 0.75% OCF*.
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 Business Development 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
*OCF caps subject to the availability of preferred share classes.
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 114.3.21
