Fund Managers

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.

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White Paper: ESG Investing - Entering the Mainstream

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.

White Paper on Assessment of Value Reporting

Financial advisers enhancing their retirement propositions

The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers.

Financial advisers enhancing their retirement propositions

publiFund

publiFund is an integrated content, workflow and document management tool that helps you meet your regulatory obligations and drives efficiencies.

publiFund

Ratings

Our ratings help fund selectors, advisers and investors compare funds. We’re the only ratings provider that evaluates all key performance attributes of a fund.

Ratings

FE Analytics

FE Analytics is at the heart of many advisers’ Centralised Investment Process. Use the tool to research your company’s funds to see where they stand in the market.

FE Analytics

News and Case Studies

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Martin Neason

03 September 2020

Brexit impact for UK asset managers marketing in the EU

As the end of the Brexit transition period draws near, we have summarised the confirmed positions of EU27 regulators and the impact they will have on the promotion and marketing of UK funds in mainland Europe.

Mikkel Bates

30 July 2020

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.

Combatting the vendor management challenge

Louise Yoo

17 April 2020

Combatting the vendor management challenge

Is your organisation resource-intensive or resource-effective? The vendor management challenge facing fund managers is an unintended consequence of the continuous onslaught of regulatory change in fund management.