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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.
Eight ways we helped Financial advisers in 2020
With a 55% increase in the use of FE Analytics during the market downturn of February and March, it’s clear that Financial Advisers are relying on and trusting our services. Below are eight ways that we helped Financial Advisers in 2020. FOR ADVISER USE ONLY.
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.
Spotlight on the Spanish fund market
Spain is becoming an increasingly attractive market for both Spanish and non-Spanish investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and to the end investor.
Choosing the right investment strategy
The debate over whether active is better than passive investing is an old one, with views firmly embedded on both sides. In this article we take a fresh look at the debate and consider whether a ‘hybrid’ strategy could provide a more suitable alternative. FOR ADVISER USE ONLY.