ALPHA : r² model portfolio data now available through FE Transmission

2 May 2018

ALPHA : r² model portfolio data now available through FE Transmission

Walker Crips’ ALPHA : r² model portfolios have been added to FE Transmission, enabling advisers to assess asset allocation and performance through FE Analytics.

FE Transmission launched in 2016 to provide a transparent means of comparing and analysing model portfolios, a historically difficult task given a lack of comparative data. Subscribers can now incorporate the ALPHA : r² portfolios into their research and reporting, joining competitors including Brewin Dolphin, Charles Stanley and Brooks Macdonald on the service.

The ALPHA : r² portfolios were launched in 2015, bringing an institutional approach to risk management to the retail space. The range consists of five traditional portfolios, from defensive to growth, two higher income portfolios and an ethical fund. All UK equity holdings are run through an ethical screen, with a focus on demonstrably strong corporate governance.

Gary Waite, ALPHA : r² portfolio manager, Walker Crips, says: “We are excited to make our ALPHA : r² model portfolios available to advisers through the FE Transmission service. High quality portfolio reporting is essential to help advisers comprehensively assess the benefits being provided by their discretionary manager and translate this into information they can use to inform conversations with clients.”

“Advisers must run a tight ship when evaluating portfolio performance and clients expect frequent and reliable updates now more than ever. We maintain a strong commitment to the highest levels of institutional standard client service and reporting, and this partnership will extend access to the advanced investment strategies we offer within a controlled risk framework.”

Matthew Surfleet, commercial director at FE, says: “Transparent and accurate reporting is essential for all advisers using a discretionary investment solution from a model portfolio provider. The data we hold enables advisers to draw on the information they need in an easy and timely manner, and conduct detailed analysis to determine which manager is right for their clients. We are very pleased to welcome the ALPHA : r² portfolios to the service.”

To find out more about the ALPHA : r² portfolios, contact the team at [email protected].

Important note

No news or research content is a recommendation to deal. It is important to remember that the value of investments and the income from them can go down as well as up, so you could get back less than you invest. If you have any doubts about the suitability of any investment for your circumstances, you should contact your financial advisor.

Walker Crips Stockbrokers Limited (WCSB) is a member of the London Stock Exchange and is Authorised and Regulated by the Financial Conduct Authority (FCA).

This website is solely for information and private circulation and does not constitute an offer to buy or sell shares in any company mentioned herein. References to Walker Crips refer to Walker Crips Stockbrokers Limited and/or other companies within Walker Crips Group plc. It is important to remember that the value of investments and the income from them can go down as well as up and investors may not realise the value of the initial investment. Recommendations may or may not be suitable for all recipients of this publication and if you have any doubts you should seek advice from your investment advisor. WCSB cannot accept responsibility for any losses which may be incurred by anyone acting on such recommendations. The value in sterling terms of foreign investments may rise or fall in response to currency fluctuations.

It must be noted that information concerning past performance is not a guide to future performance. In line with the FCA rules on conflicts of interest, investors should be aware that Walker Crips may have actual or potential conflicts of interest that could affect the objectivity and independence of their research. Where such conflicts exist it is Walker Crips’ policy to disclose them publicly. Principals and Associates of WCSB may have held a long term position in some of the stocks or shares mentioned herein. Consequently, in line with FCA Rules on conflicts of interest, WCSB research in these areas cannot be classified as impartial within the FCA’s definition and should not be relied upon as independent or objective. Prices and factual details are deemed to be correct at the time of publication but may change subsequently. The publication has been prepared with all reasonable care and is not knowingly misleading in whole or in part. Expressions of opinion are subject to change without notice.

Investors are strongly advised to consult with their own Broker / Account Executive to discuss risk levels and whether a particular investment is suitable for their financial circumstances.

Opinions expressed by individuals within this website does not necessarily represent the views of the Company.

Please indicate that you agree with the statement below to continue

If you do not agree with the above statement and have questions about our service and products please contact us on 020 3100 8000.

Display disclaimer

It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.