Cazenove and Openwork commit to MPS transparency through FE service

35 DFMs have subscribed

Victoria McKeever
clock • 1 min read

Cazenove Capital, Openwork, Parmenion and Sarasin are the latest model portfolio service (MPS) providers to join FE Transmission - a service that aims to increase transparency in the MPS market.

The service gives advisers access to data on the underlying holdings of the model portfolios their clients are invested in, allowing them to integrate this information into their due diligence, portfolio selection and reporting. FE Transmission was launched in 2015 in response to adviser concern around the difficulties involved in researching DFM model portfolios compared with other investments. It also offers the ability to research and analyse participating firms' portfolios using FE Analytics' performance tables, charts, factsheets, FE Risk Scores and holdings-based analysis. Th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA to cut corporate bonds red tape to drive greater retail investor and wealth manager access

FCA to cut corporate bonds red tape to drive greater retail investor and wealth manager access

Move intended to boost UK growth

Linus Uhlig
clock 31 January 2025 • 2 min read
Partner Insight:  Future-proofing your business:  The case for investment outsourcing

Partner Insight: Future-proofing your business: The case for investment outsourcing

Schroders' Jamie Fowler and Philip Chandler explain why outsourcing is a proactive strategy that can transform your advisory business.

Schroders
clock 31 January 2025 • 2 min read
Watch Professional Adviser's Working Lunch with Orbis now: Risk and return from the bottom up

Watch Professional Adviser's Working Lunch with Orbis now: Risk and return from the bottom up

Catch up on the discussion

Professional Adviser
clock 31 January 2025 • 1 min read