White Paper: ESG Investing - Entering the Mainstream
ESG investing is no longer a 'subset' or niche area for the investment industry and its participants. With new regulations on the horizon and as investor consciousness increases, fund managers can no longer ignore ESG factors when developing their propositions.
White Paper on Assessment of Value Reporting
This FE fundinfo white paper will address some of the common questions that we have seen in the market regarding Assessment of Value (AoV) reporting, what it means for Authorised Fund Managers (AFMs) and how they have responded.
Financial advisers enhancing their retirement propositions
The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers.
Demonstrate your value
Increase the value of your proposition by producing customised reports and documents for your clients. We can help you present and showcase your data in simple and effective forms that are engaging and easy to understand.
Differentiate your proposition
Investors and advisers use our research and tools for fund selection. Use the power of our ratings and the reach of our platforms, to enhance your proposition and distinguish yourself from your competitors.
Connect with your clients
The deluge of information can be very overwhelming for your clients. We can help separate the noise from the information by providing them access to quality information and research from you.
News and Case Studies
When is a PRIIPs RTS not a PRIIPs RTS?
The objective of the PRIIPs KID has always been laudable – give retail investors a standardised pre-sale disclosure document that is clear, understandable and not misleading and that helps them compare products that aim to help them achieve similar goals but which are structured differently.