News

Investments in European equities have been the top performers over the winter months – against the backdrop of the cost-of-living and winter fuel crisis – according to leading industry statistics from FE fundinfo.

In order to reduce greenhouse gas emissions to net zero by 2050, Switzerland has decided on self-regulation with the Swiss Climate Scores.

Sixty of the best active fund managers will go head-to-head in May to compete for one of the prestigious Alpha Manager Awards.

The Spring Budget announced by the Chancellor last week brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.

Since the EU’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, we have had some significant updates, including confirmation from the European Commission that Article 9 funds should only invest in sustainable assets and an amended Taxonomy that now includes natural gas and nuclear power, with the consequent changes to disclosure templates less than two months after coming in.

In recent years, it’s become commonplace for extra scrutiny to be given to the impact that fund managers make through their investment practices.

FE fundinfo – the global leader in investment fund data and technology – issued its response to the Chancellor’s 2023 Spring Budget focusing on the implications it will have on retirees following the changes to the pensions tax allowance as well as the lack of mentions of sustainability.

Trustnet have introduced new filters allowing users to filter by SFDR Article 6, 8 and 9.

Global leader in investment fund data and technology FE fundinfo has appointed Juan Lopez-Valcarcel as its new interim Chief Operating Officer.

Any replacement to the Packaged Retail and Insurance-Based Investment Products (PRIIPs) regulations can only be effective when retail investors actually read them, FE fundinfo – the global leader in investment fund data and technology – has stated in its response to HM Treasury’s consultation.

FE fundinfo – the global leader in investment fund data and technology – has appointed Jens Olivarius as its new Chief Marketing Officer.

A new strategic partnership between two leading fund data and technology companies aims to modernise the exchange of data between asset managers and their clients, particularly large wealth managers and institutional investors.

Last year saw its fair share of regulatory upheaval, with seismic changes felt by all aspects of the financial services food chain.

75% of IFA firms use model portfolios as part of their investment proposition. Our MPS Directory can simplify the research process by bringing over 75 Providers into one place.

Almost 30 fund managers have been handed their first FE fundinfo Alpha Manager rating this year.

Less than a year after issuing Version 1.0 of the European ESG Template (EET), the industry-driven body FinDatEx has published both Version 1.1 and Version 1.1.1.

Don't be blindsided by what's around the corner. Find out what's in store for fund regulations in asset management and fund distribution in 2023 across Europe, the United Kingdom, Asia and Australia.

With FE CashCalc, you can conduct straight-through processing to Fundment's investment platform. But what are the benefits of straight-through processing to a platform?

Seeking and obtaining permission to promote a foreign domiciled fund to retail investors is increasingly difficult to achieve in a post-Brexit world as assets managers can no longer rely on the UCITS directive.

It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.