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].

ALPHA : r² model portfolio data now available through FE Transmission

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Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.

Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.