omniture

FE's Asia Chief Steps Down

2019-02-28 17:39 1997

HONG KONG, Feb. 28, 2019 /PRNewswire/ -- Michael Li, Head of Asia for FE, the international fund data and portfolio solutions provider, will be stepping down after nearly 13 years at the helm of its Asia business. "We thank Michael for his enormous contribution and with our full support we wish him well in the next chapter of his career," commented Neil Bradford, CEO of FE. FE's Asia operation will now be under the stewardship of Philipp Portmann with business development efforts led by Jeff Floro from FE's Hong Kong office.

About FE Advisory Asia

FE Portfolios: Our portfolios are a total investment solution designed to help wealth advisers. FE Advisory Asia has produced a range of optimised portfolios which are designed to achieve consistent outperformance whilst minimising risk.

The portfolios are optimised to maximise the overall level of diversification using active funds. By analysing the relationships between funds we aim to find the best possible mix, where differing strategies are complementary and further reduce the total risk in the portfolio.

FE Advisory Asia produce three portfolios that uses optimal asset allocation models from AKG as a reference for each level of risk. We optimize our portfolios to match the risk of the reference, but with greater returns and better capital protection. We use the asset allocation models as a guide but allow our portfolios to differ significantly where we are able to diversify away the extra risk. This approach has been developed internally by FE and has been validated by Cass Business School.

FE Portfolios are constructed exclusively from funds that have made the FE Advisory 100 and have therefore gone through a rigorous vetting procedure.

FE Advisory 100: Our approved list of 100 funds builds upon our established suite of research tools to help keep investors better informed. Funds initially undergo a rigorous quant screening to identify the best performers. This screening encompasses four distinct areas; FE Fund Crown Ratings, FE Alpha Manager Ratings, FE Group Awards and FE AFI (Adviser Fund Index).

These four areas combined allow us to accurately scrutinize a fund from all angles. Our dedicated team of FE Analysts overlay this quant analysis with their own independent and unique qualitative analysis. Funds that pass this rigorous two-stage quantitative and qualitative analysis process then make it on to the FE Advisory 100.

About FE

www.financialexpress.net 
FE is a leading international provider of data and technology to the asset management and wealth management industries, with clients ranging from the world's largest asset managers and banks to financial advisers and distributors. FE connects these groups to enable better informed investment decision making, providing data, documents, tools, research, ratings and model portfolios. In November 2018, FE joined forces with two fund data businesses based in Europe -- fundinfo (Switzerland) and F2C (Luxembourg).  This combination harnesses the complementary capabilities, reach and resource of each firm, increasing the breadth and depth of the client offering and positioning the firm for rapid international growth. FE employs c.600 people across UK, Switzerland, Luxembourg, India, Australia and other European and Asian centres. 

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Source: FE
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