FE fundinfo
FE is a leader in the provision of investment data, software tools and performance analysis to the financial services industry
Organisation Description
Formed in 1996, we are a private company with a strong international presence throughout Europe and Asia Pacific. We are dynamic, entrepreneurial and focused on exceeding our clients’ expectations, above all we help our clients to be better informed enabling them to make better investment decisions
CPD Courses and Workshops Available
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Analytics Training Session Module 1
Training Course | FE fundinfo
This session aims to teach the attendee how to use the FE Analytics system. We go over the basic functionalities of the investment software tool and also give scenarios of when you would use certain areas. We brief them on the different terminologies used and make sure they understand what they can get out of the system to best enhance their own investment proposition
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Analytics Training Session Module 2
Training Course | FE fundinfo
This sessions aims to familiarise the attendee with the intermediate charting and reporting functionalities on the FE Analytics system. We go over again some of the basic charts but show how to them in a different and more advanced way. We teach shortcuts on the tool and ways to use the functions more efficiently.
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Analytics Training Session Module 3
Training Course | FE fundinfo
This session aims to teach the attendee how to use some of the most advanced charts; tables and reports with proficiency and skill. We brief attendees on setting up schedules for their reports and alerts for watch lists of funds and ensure they can use the tool with ease.
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Module 1 - Analytics Essentials
Webinar | FE fundinfo
Lay the foundations for full and effective use of Analytics with an introduction to each of the main tool types; key settings to be aware of; efficient processes; shortcuts; and account organisation.
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Module 2 - Fund Research
Webinar | FE fundinfo
Cover a range of tools that can be deployed to scan the entire market to find instruments that match your criteria; and those of your clients; with ease and precision.
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Module 3 - Fund Analysis
Webinar | FE fundinfo
Explore tools to gain a thorough understanding at the fund level of past performance; risk profiles; composition; manager track record; and interrelationships.
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Module 4 - Portfolio Design & Construction
Webinar | FE fundinfo
How to design; build; and analyse portfolios tailored to specific clients and risk profiles.
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Module 5 - Portfolio Reporting; Client Review; and Winning New Business
Webinar | FE fundinfo
From the all-important first meeting; through reporting; to review; this session identifies tools to produce effortless; professional reports and effective sales set-pieces.
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FE Analytics Training Roadshow
Seminar | FE fundinfo
The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings including Fund Research; Fund Analysis; Portfolios; Reporting; and Organisation. After the session; a detailed synopsis of the features covered will be provided and ongoing support is offered as processes are implemented.
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FE Analytics On-Site Training – Full Day
Workshop | FE fundinfo
The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings including Fund Research; Fund Analysis; Portfolios; Reporting; and Organisation. After the session a detailed synopsis of the features covered will be provided and ongoing support is offered as processes are implemented.
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FE Analytics On-Site Training – Half Day
Workshop | FE fundinfo
The half-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a concise but detailed overview of key Analytics programme features. We give a full overview of basic and advanced functionality; followed by content on Portfolios; Reporting; and Account Organisation. We conclude with a focus on advanced Research or Analysis techniques. After the session; a detailed synopsis of the features covered will be provided and ongoing support is offered as processes are implemented.
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FE Investments Q3 Market Update
Seminar | FE fundinfo
This presentation will cover economic and political variables currently affecting the market; the influence of the US Federal Reserve; considerations specific to the UK; the implications for asset allocation; and how FE Investments manages risk in our current portfolio range.
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