Compliant and up to date
You can be safe in the knowledge that the information you’re accessing is up to date, accurate and compliant.
We take on the cross-border legal publication obligations of fund managers in Europe, ensuring worldwide electronic publication of daily fund prices, tax information and all notices to investors.
Comprehensive fund data
The world’s most important asset managers publish their fund marketing and mandatory documents with us, which gives financial advisers free access to a central source of relevant fund information.
Comprehensive fund documentation
We ensure that quality-controlled marketing and legal documents such as prospectuses, simplified prospectuses, Key Investor Information Documents (KIID), annual reports, semi-annual reports, monthly fact sheets, fund profiles, manager comments etc. are published conforming to national legal requirements, and in the local language where available.
You can search our online database in Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Italy, Liechtenstein, Luxembourg, the Netherlands, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the United Kingdom. Simple and advanced “filter” search options are available so that you can find precisely the funds you are looking for.
The service includes publication of fund prices (NAV and issue and redemption prices along with dates), and notices to investors (corporate actions, prospectus changes etc.). In selected countries (e.g. Germany), additional publication of tax figures is included (reinvested dividend-equivalent income, share profit, real-estate gains and interim profit).
FE fundinfo acquires CashCalc
Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.
Thriving through turmoil
How Financial Advisers navigated a year of unprecedented change
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey
So much more than just a research tool, FE Analytics has evolved to support an advisers' complete investment proposition.
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Our Managed Portfolio Service enables you to confidently recommend risk-targeted portfolios to your clients, while we look after the underlying investment decisions, reporting, regulation and governance.
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