News

30 July 2021

5 ways to build your fund’s credibility

As we become more and more digitalised, data informs and shapes our decisions more than we know. 87% of buying decisions begin with research conducted online. Billions of people contribute to the data footprint, as a result the dissemination and circulation of data on the internet has tested its integrity.

29 July 2021

Sustainable funds continue to stand out in latest FE fundinfo Crowns rebalance

As FE fundinfo publishes its latest Crown Ratings rebalance, find out what funds, groups and investment styles have outperformed throughout 2021:

28 July 2021

The FCA’s PRIIPs KID Consultation Paper CP21/23

Some long-awaited developments for UK PRIIPs KIDs, but will the FCA's proposals create more confusion than they intend to solve?

27 July 2021

FE fundinfo to support Perpetual Corporate Trust with DDO Digital solution

FE fundinfo have partnered with the leading Australian provider of corporate trustee services, Perpetual Corporate Trust, to provide DDO digital solutions to its 50+ investment managers.

20 July 2021

FE Investments appoints retirement specialist

FE Investments appoints Toyosi Lewis as its new decumulation and retirement specialist

19 July 2021

FE Fundinfo voted as the Best Research Software for the 5th year running

We are excited to share that we have won the Professional Paraplanner Awards 2021 for 5th year running.

19 July 2021

FE fundinfo relaunches fund news channel with UBS

FE fundinfo has relaunched its fund news channel with UBS Global Wealth Management to provide investors with up-to-date news and analysis from the fund managers.

12 July 2021

FE fundinfo signs ESG data agreement with MSCI

Today we are announcing a new ESG data agreement that will see MSCI's ESG ratings incorporated into FE Analytics, Trustnet and fundinfo.com

09 July 2021

Assessment of Value reporting - improvements needed

With the FCA publishing its first review into Assessment of Value Reports, our Regulations Manager Mikkel Bates takes a look at the finer details

06 July 2021

The FCA's consultation on TCFD reporting

The FCA has published its promised consultation paper on TCFD which provided some interesting details for asset managers, life insurers and regulated pension providers.

24 June 2021

ESG – Investors setting the pace for change

Why ESG is one of the only changes in the financial services industry where consumer demand is setting the pace ahead of regulation.

23 June 2021

The UK’s proposed regulatory reforms on MiFID II and PRIIPs

A new report proposing changes to transparency disclosure rules could have an impact on PRIIPs. Mikkel Bates takes a look at what these changes could mean for asset managers

17 June 2021

The European ESG Template (EET) – what is it all about?

FinDatEx has started work on an ambitious and challenging project, the European ESG Template, or EET, with a target date of 1 January 2022; that is when the Regulatory Technical Standards (RTS) for the SFDR start to take effect across the EEA. Let FE fundinfo's Regulatory Manager Mikkel Bates provide you with more insights on this topic.

16 June 2021

FE fundinfo reveals 2021 Alpha Manager winners

With 13 awards on offer, find out who has been named a 'Guardian of Fund Management' at the 2021 Alpha Manager Awards

11 June 2021

The changing world of ESG investing

Oliver Oehri, FE fundinfo's Co-head of the ESG product group takes a look at some of the emerging trends in ESG investing and tackles some of the myths and perceptions.

08 June 2021

Eco–labels – opening the door to more divergence across the ESG reporting landscape?

Are Eco-labels opening the door to more divergence across the ESG reporting landscape? Eco-labels are distinct and separate from the recently introduced disclosures under the Sustainable Finance Disclosure Regulation (SFDR) and are awarded to funds as a validation of their ESG credentials. Learn more about Eco-labels and how FE fundinfo guides managers through the process of applying for them.

03 June 2021

UK UCITS given KIID extension

Confirmation at last that HM Treasury is extending the UCITS KIID exemption, but how will the divergence impact on fund groups?

25 May 2021

The European Cross-border Distribution Framework

The EU Directive 2019/1160, better known as: “the EU cross-border distribution of collective investment undertakings legislative package” comes into effect 2 August 2021. Find out how it affects UCITS and Alternative Investment Funds (AIFs) in different jurisdictions across Europe.

21 May 2021

Money Management welcomes new editor

After 18 years at the helm, longstanding managing editor of industry leading Australian publications Money Management and Super Review, Mike Taylor, hands over the reigns to Jassmyn Goh.