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Gain greater insights into a fund’s ESG performance with our new ESG Ratings from ISS in FE Analytics.
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At our recent adviser events, we explored the approaches advisers can take to discover their clients' sustainability values and implement a sustainable investment proposition.
Regulatory pressure is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?
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Download our 2022 ESG Whitepaper for an in-depth exploration of the growth and evolution of ESG investing.
We are therefore delighted to introduce the first set of ESG Ratings into FE Analytics, designed to give you an indication of the ESG performance of funds and more.
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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?
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Find out which have been the UK's most consistent active fund managers during an unprecedented year for the investment industry.
The increase in companies that promote their sustainability credentials has also given rise to accusations of greenwashing. Could this leave advisers open to accusations of mis-selling? Here are our tips on how to avoid it. FOR ADVISER USE ONLY.
FE fundinfo's first ever client conference takes a deeper look at the regulatory landscape for the year ahead and how to manage and maintain data growth
FE fundinfo appoints Sebastian Brinkmann as part of its growing ESG offering.
Widespread adoption of new digital technology in 2020 has helped advisers service their clients but how is the rest of your tech stack stacking up?
With markets continuing to show volatility, find out which funds have been added and removed to FE Investments' Approved List by our Analysts and Portfolio Managers
9 months ahead of the UCITS exemption deadline, fund groups are calling on policymakers to rethink their stance on not including past performance on a PRIIPs KID
With less than 9 months until the deadline, many fund groups remain unprepared to meet their compliance obligations, with data and policy disagreements seen as the biggest barriers
With a whole host of ESG labels to choose from in the market, FE Investments launches a range of reports designed to appeal to end investors and what they care about
With SFDR being implemented across Europe, FE fundinfo's Oliver Oehri explains what sustainable investing means
With the Level 1 regulation for SFDR coming into effect on 10 March, we take a look at what the regulation means for fund managers
With 2020 providing a year of unprecedented volatility, find out which Fund Managers have made the coveted 2021 Alpha Manager list
Aegon, FundsNetwork and Old Mutual Wealth become the latest platforms to offer FE Investments' risk-targeted portfolios.
European Supervisory Authorities (ESAs) finally approve the regulatory technical standards for PRIIPs KIDs on 3 February 2021
Agreement is finally reached by the last remaining ESA, but how welcome will EIOPA's adoption of the RTS for PRIIPs Regulation be among fund groups?
Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.
In this article we outline how the upcoming regulatory changes will impact your advice process and highlight the key issues you’ll need to consider when preparing for them. FOR ADVISER USE ONLY.
With a 55% increase in the use of FE Analytics during the market downturn of February and March, it’s clear that Financial Advisers are relying on and trusting our services. Below are eight ways that we helped Financial Advisers in 2020. FOR ADVISER USE ONLY.
In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the big winners in the latest Crowns Rebalance
The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.