Deep dive into FE Analytics

Intermediate

Research

Self certified

Video

Date:

Tuesday 8th October 2019

Location:

Online

Duration

1 HRS

FE Analytics is one of the most popular tools in the paraplanning community, so we are happy to be joined one of the FE team to explore some of its features.

Learning objectives

In this session we covered…

How to build a portfolio
The importance of setting portfolio weighting dates
Aligning portfolio asset mix to suggested allocation
Representing cash in analysis and portfolios
Ex-ante costs and charges calculator
Account admin

Speakers

Edward Bateman

FE fundinfo

Part of the training team at FE fundinfo for the past two years, Edward’s principal responsibility is to help users of Analytics make full use of the system. This includes ensuring that the parts of the tool that are used are used correctly and efficiently, highlighting other areas that are valuable in supporting and enhancing processes, and exploring new ways Analytics can be used to support processes based on user requests.