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...
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