News

01 July 2020

Four key things to look out for when choosing a DFM

Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY

01 July 2020

Video: Fund Dashboard Launch with Square Mile

Watch the launch of our Fund Dashboard in partnership with Square Mile - An innovate new way to view key fund information, supporting financial advisers with fund selection.

30 June 2020

How will Covid-19 change the funds industry?

With Covid-19 forcing many to work from home, how will the funds industry adapt its processes and data management?

26 June 2020

New and exciting enhancements coming to fundinfo.com

Based on your feedback, we will be adding some exciting new features and services on fundinfo.com, which will become available in July including a new lead generation button.

23 June 2020

Nikhil Rathi appointed new FCA Chief Executive

With the FCA confirming the appointment of a new Chief Executive, FE fundinfo urges action on fund equivalence

11 June 2020

Cross-border marketing: Managing a lack of harmonisation

Despite the passporting features of EU regulation, it seems fund managers are still finding it difficult to circumvent the apparent inconsistencies in how EU Member States apply directives relating to the cross-border fund registration, distribution and marketing of funds.

10 June 2020

Increasing volatility rendering KIIDs documents out of date

With Covid-19 causing volatility in the markets, research from FE fundinfo reveals many share classes will have to update their KIIDs imminently

08 June 2020

50 providers now on FE fundinfo's MPS Directory

Since launching five years ago, the MPS Directory has gone from strength to strength

08 June 2020

Video: Monitoring SRRI and updating UCITS KIIDs

In the eight years since the introduction of UCITS KIIDs, the Covid-19 pandemic is presenting the first real test where the markets are experiencing sustained periods of volatility.

05 June 2020

Digital Impact - is your business already Millennial-proof?

To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.

02 June 2020

Up-to-date performance data during fast moving markets with FE Analytics

With markets moving dramatically within a single day, having access to up-to-date and reliable data is imperative so you always have an accurate picture on performance and can understand how your clients’ portfolios are affected.

22 May 2020

The rise in 3rd party investment propositions – a prevailing trend

Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.

18 May 2020

Financial advisers enhancing their retirement propositions

The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers

12 May 2020

FE Investments rebalances Approved List

Find out which funds have been added and which have been removed in FE Investments' latest Approved List rebalance

06 May 2020

FE Analytics lockdown learning

We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.

05 May 2020

Battle Royal or Just a Misunderstanding over PRIIPs Past Performance?

Mikkel Bates, Regulatory Manager of FE fundinfo, on the growing chasm between the regulators and Better Finance (a European body representing savers and investors), and the European Commission and MEPs on the most heavily criticised section of KIDs - performance ratios.

04 May 2020

Helping your clients understand sequencing risk

As it looks increasingly like we have now passed the peak of the coronavirus crisis in the UK, commentary has turned to what the potential economic fallout could look like. Nervous clients who stoically rode out the initial market falls may now be reconsidering their options. In this article we show how you can demonstrate sequencing risk through turbulent market conditions, in a visual way your clients can relate to.

28 April 2020

What could an economic recovery look like?

The rapid economic slowdown and financial market correction has led to speculation about how long any recession will last and what shape the economic recovery will take. In this article we take a closer look at the likelihood of a V, U, L or W shaped recovery. FOR ADVISER USE ONLY.

27 April 2020

Key insights from the FE fundinfo Financial Adviser Survey 2020

The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.

24 April 2020

White Paper on Assessment of Value Reporting

This FE fundinfo white paper will address some of the common questions that we have seen in the market regarding Assessment of Value (AoV) reporting, what it means for Authorised Fund Managers (AFMs) and how they have responded.