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

Evelyn Partners launches Index MPS range into IFA market

Evelyn Partners launches Index MPS range into IFA market

Five risk-rated portfolios to help cost-conscious investors

Jenna Brown
clock 20 May 2025 • 1 min read
Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?

Orbis Investments
clock 19 May 2025 • 5 min read
Three Invesco funds fail to deliver value to investors

Three Invesco funds fail to deliver value to investors

Manager's annual assessment found some poor performance

clock 14 May 2025 • 2 min read