News

30 November 2020

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.

26 November 2020

Celebrating three-years of the Responsibly Managed Portfolios

This week marked the third anniversary of FE Investments’ Responsibly Managed Portfolios. Launched in 2017 when ESG solutions from discretionary managed portfolio providers were in their infancy, the range is designed to offer a pragmatic balance between managing risk and returns, while investing for good. FOR ADVISER USE ONLY

19 November 2020

UK Government makes PRIIPs preferences known

Rishi Sunak's new Financial Services Bill sets the tone for PRIIPs/UCITS reporting in 2021

09 November 2020

Choosing the right DFM operating framework

The Agent as Client debate has been a hot topic for much of 2020 but many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager partners.

05 November 2020

Reconnecting, remarketing & retargeting - Mergers & Acquisitions in asset management

It’s not a revolutionary move when a business participates in a merger or company acquisition. With the aim of strengthening their distribution reach and growing AUM, we see market movements like this in the fund management industry regularly.

04 November 2020

FE fundinfo makes senior hire & celebrates first birthday

Today we appoint Tim Goodhind as our new CRO; a year on from launching as FE fundinfo

27 October 2020

You can’t manage what you can’t measure

Selecting your client’s investments is just the beginning of your work as their adviser. Arguably, the greater and more time-consuming part of the process is in the monitoring and review of their portfolios to ensure they are progressing towards their chosen financial goals.

26 October 2020

Spotlight on the Italian Fund Market

Italy is becoming an increasingly attractive market for both Italian and non-Italian investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and the end investor. Find out more about the current situation and challenges of the Italian fund market.

17 October 2020

Data without limits

With the market responding turbulently to the current covid-19 pandemic and political climate, being able to actively monitor funds with up-to-date data is vital.

06 October 2020

Back to basics: PRIIPs KIDs vs UCITS KIIDs

We outline the basic differences between PRIIPs KIDs and UCITS KIIDs from the underlying regulation, disclosure requirements and what they set out to achieve.

05 October 2020

Selecting a portfolio based on time horizon

When considering a clients’ investments, few questions are as important as “how long do you want to invest your money for?”

28 September 2020

The European product family has another KID on the way

Following the publication in 2019 of the Pan-European Personal Pension (PEPP) Regulation, the European pensions regulator, EIOPA, recently issued draft regulatory technical standards (RTS) setting out the instructions for a PEPP key information document (KID).

25 September 2020

Interconnectivity – a competitive advantage now, a necessity for survival tomorrow

The financial services industry has not been immune to technological advances though it has been slower to catch up, particularly in fund management. These days, all financial services businesses should be focused on their place within the industry and how they are connected to other companies.

07 September 2020

The added value of an audit trail

With coronavirus-induced volatility hitting markets hard in February and March, many advisers found their processes under increasing strain. The FCA responded by suspending the MiFiD II 10% drop rule until October 1st and with markets showing more stability over the short term, it’s an ideal opportunity for advisers to ensure their processes are compliant and scalable.

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.

19 August 2020

What's the real value of Discretionary Managed Portfolios for financial advisers?

Following our recent post on the Four key things to look out for when choosing a DFM we felt it would be beneficial to take a closer look at service delivery, as invariably that’s the primary factor in the decision to outsource investment management. FOR ADVISER USE ONLY.

17 August 2020

FE Investments reaches £3bn AUM

Since launching in 2012 FE Investments, the investments arm of FE fundinfo has gone from strength to strength and now has more than £3bn in AUM

03 August 2020

The more is published about them, the less clear the outlook becomes for PRIIPs and UCITS

Having flagged it up in its written statement in June, HM Treasury published a short update at the end of July on what it plans to do with the PRIIPs Regulation in the UK after the end of the transition period. The document flags three intended changes...

30 July 2020

Investment suitability is still under scrutiny

The FCA’s Production Intervention and Product Governance rules means financial advisers’ investment recommendations are under greater scrutiny than ever before. FOR ADVISER USE ONLY