How have Financial Advisers navigated a year of unprecedented change?

Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey

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.

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.

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. 

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. 

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.