Module 5 - Portfolio Reporting, Client Review, and Winning New Business

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

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.

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.

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.

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.

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.

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.

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.

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.

Explore tools to gain a thorough understanding at the fund level of past performance, risk profiles, composition, manager track record, and interrelationships.

How to design, build, and analyse portfolios tailored to specific clients and risk profiles.