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News

FCA temporarily eases burden of MifID II “10% rule” reporting
02 April 2020
FCA temporarily eases burden of MifID II “10% rule” reporting

In a follow-up to our earlier blog questioning the reason for discretionary managers to report immediately to clients whose portfolios have lost 10% of their value since the last regular quarterly valuation

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Regulatory requirements for Fund Managers on the increase in Asia
31 March 2020
Regulatory requirements for Fund Managers on the increase in Asia

To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.

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Using data and analytics to help reassure your clients
31 March 2020
Using data and analytics to help reassure your clients

With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.

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The timing of changes to PRIIPs KIDs?
30 March 2020
The timing of changes to PRIIPs KIDs?

The European securities regulator ESMA has delayed the deadline for responses to its consultation on technical standards on the provision of investment services and activities by third-country firms by four weeks from the end of March to 28 April.

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Update - Business Continuity Planning for the COVID-19 threat
18 March 2020
Update - Business Continuity Planning for the COVID-19 threat

All our lives and businesses are changing in response to the COVID-19 pandemic. It is an uncertain and unprecedented time for everyone and our concern is always first and foremost the health and safety of our employees, customers and partners.

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Actionable Insights from Fund Data
12 March 2020
Actionable Insights from Fund Data

The world is now flooded with data. According to a study by the International Data Corporation (IDC), this year, the world is set to generate 50 times more data than we’ve had in the last decade.

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Demonstrating value in uncertain markets
12 March 2020
Demonstrating value in uncertain markets

As a one-stop tool for investment research, analysis, due diligence and monitoring, FE Analytics is the ideal tool to help you communicate effectively with your clients during times of uncertainty.

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What is the point of the MiFID II “10% fall” disclosure?
04 March 2020
What is the point of the MiFID II “10% fall” disclosure?

With the coronavirus pandemic taking hold of the world and world news headlines, what do you do when your portfolio has fallen by over 10% since the start of the year? What do the regulators expect you to do?

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FE fundinfo appoints new Head of Asset Management Sales
04 March 2020
FE fundinfo appoints new Head of Asset Management Sales

David Bower becomes FE fundinfo's latest senior hire, joining the company from Sanlam

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Sustainable Investment is not the same as Ethical Investment
03 March 2020
Sustainable Investment is not the same as Ethical Investment

A high sustainability rating might suggest a fund is doing all the right things in respect of its environmental, social and governance obligations - but is it ethical?

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Achieving the impossible - Building a golden source of truth
03 March 2020
Achieving the impossible - Building a golden source of truth

Is how you manage data the key to unlocking a new competitive edge?

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Wealth managers reduce exposure to UK Property
27 February 2020
Wealth managers reduce exposure to UK Property

Following the high-profile suspensions of the M&G and Prudential UK Property funds in 2019, UK wealth managers have significantly reduced their exposure to UK property as an asset class.

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FE Analytics is evolving
25 February 2020
FE Analytics is evolving

Over the past few months we’ve been giving parts of FE Analytics a bit of a makeover and are pleased to announce that the start of this new look will be rolled out to users throughout March and April.

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2020 FE fundinfo Alpha Managers revealed
18 February 2020
2020 FE fundinfo Alpha Managers revealed

With the start of a new decade, 55 fund managers have become ‘Alpha Managers’ in 2020.

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FE fundinfo makes two senior hires
17 February 2020
FE fundinfo makes two senior hires

Two industry leaders in Fund Management and Technology to join FE fundinfo and further strengthen the leadership team

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Empowering you to deliver sound investment advice
17 February 2020
Empowering you to deliver sound investment advice

We understand the pressures facing financial advisers with increased regulation and administrative burdens. We’re constantly looking for ways to evolve our services so users have the investment research tools and solutions needed to future proof their businesses and provide the very best advice to their clients.

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Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020
12 February 2020
Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020

The Italian Ministry of Economy and Finance (MEF) has ruled that UK regulated companies will be allowed to continue operating within Italy at least until the end of 2020.

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FE fundinfo wins again at the Professional Adviser awards
07 February 2020
FE fundinfo wins again at the Professional Adviser awards

We are delighted to announce that FE Investments won the awards for 'Best Model Portfolio Service' and 'Best Ratings/Research Service for Advisers' at the Professional Adviser Awards 2020.

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FE Investments’ Model Portfolios now available via James Hay Partnership
05 February 2020
FE Investments’ Model Portfolios now available via James Hay Partnership

With the addition of James Hay, our Managed Portfolio Service is now available on 12 leading platforms – with more to be added this year. For professional advisers only.

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