Better Connected: FE fundinfo Client Conference 2021
Join us for our inaugural FE fundinfo Client Conference, Better Connected 2021.
The conference will be delivered virtually via a series of live interactive webcasts from 24th February to 29th April bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
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.
PRIIPs Regulation and Key Information Documents (KIDs)
Changes to PRIIPs Regulation and the content of KIDs are imminent and actively being debated at a policy level in the EU. Stay up to date with the latest proposed changes and download our white paper.
News and Case Studies
Brexit and the investment fund industry
Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.
The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999
The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.