FE Investments has launched a new range of responsible investment reports as the next step in leading the discretionary fund management industry to make responsible investments easily integrated into advice propositions and client management.
The leading MPS provider has launched the reports on all of its managed portfolio ranges and includes ESG reporting, data and other valuable insights, which help advisers explain the exposure risks associate with portfolios, funds and underlying holdings in clear and simple terms. Through the reports, the investor will be able to compare portfolios on a like for like basis and determine which model best suits their needs.
Based on MSCI data, social impact stats are included at holdings level, where companies included within a portfolio are ranked by their social and environmental impact revenue and their exposure to ‘controversial’ industries, such as tobacco, alcohol, weapons manufacturing, gambling and adult entertainment. Where controversies do exist, they are flagged on the report for adviser and client attention, so that the investor has transparency of the issues and that FE Investments will be accountable for the investments in the portfolio.
