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...
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
The objective of the PRIIPs KID has always been laudable – give retail investors a standardised pre-sale disclosure document that is clear, understandable and not misleading and that helps them compare products that aim to help them achieve similar goals but which are structured differently.
Find out which fund managers won in the 2020 Alpha Manager Awards
An easy-to-interpret overview of core fund information can help advisers quickly assess a fund’s ability to meet clients’ investment objectives and narrowing down which funds to select from.
Find out which managers beat the markets in 2019 to become this year's Alpha Managers
In this article we look at how FE Analytics and our MPS Directory allow advisers to confidently monitor their outsourced portfolios.
Find out which funds have been awarded a prestigious 5-Crown rating in FE fundinfo's latest rebalance
Changes in market volatility have been aggressive and intense this year. The economic impact of Covid-19 was evident as the market dipped lower than its previous record in 2008. Whilst the favour towards passive investments is growing rapidly and appears to be a longer term trend, now is the time to turn to active management and for active managers to prove their worth.
Mikkel Bates, Regulatory Manager at FE fundinfo, provides a quick tour of what's happening in the world of fund regulation covering UCITS, PRIIPs, ESG and Brexit.
Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY
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.
With Covid-19 forcing many to work from home, how will the funds industry adapt its processes and data management?
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.
With the FCA confirming the appointment of a new Chief Executive, FE fundinfo urges action on fund equivalence
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.
With Covid-19 causing volatility in the markets, research from FE fundinfo reveals many share classes will have to update their KIIDs imminently
Since launching five years ago, the MPS Directory has gone from strength to strength
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.
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.
