Key Regulatory Developments in 2018
As the industry counts down to PRIIPs and MiFID II in days, rather than weeks or months, FE recaps some of the last minute items on firms’ ‘to do lists’ this side of Christmas, and lays out all the important regulatory dates for your diaries in 2018.
Introducing the FE Invest Responsibly Managed Portfolio Range
The interest in responsible investing has recently increased manifold. The Department for Digital, Culture, Media and Sport has told Advisers and trade bodies to increase their focus on impact investment following the launch of the recent paper on Growing a Culture of Social Impact Investing in the UK.
MiFID II Final Countdown: FE Launches Data Solution to Help Latecomers Meet the January Deadline
With the 3rd January 2018 deadline for the implementation of MiFID II client reporting just six weeks away, FE has created a data packaging solution to help platforms, back office software providers and DFMs who have left it late to find a solution to gather the data for their reporting requirements.
FE Invest Launches a Range of Responsibly Managed Portfolios
FE Invest, FE’s model portfolio service, today announced the launch of its Responsibly Managed Portfolios range – a suite of risk-targeted portfolios designed to support financial advisers in meeting the surge in demand from clients for sustainable and ethical investments.
FE launches Crown Fund Ratings and Risk Scores in Australia.
FE is proud to annouce the launch of its Crown Fund Ratings and Risk Scores in Australia, in partnership with Money Management. These purely quantitative fund ratings make it easy for financial advisers to identify funds with strong and consistent performance and an appropriate risk level over the previous three years.
Updated PRIIPs Q&As
Nine new questions are included in the latest version of the PRIIPs Q&As, published on 20 November, including a new section with a couple of questions on Multi-Option Products (MOPs). While some of the new questions are just clarifications of details, others show that some pretty significant issues are still being raised, this close to the deadline.
21 Multi-Asset Funds Added to the FE Approved List
The FE fundinfo Invest Approved list, is a shortlist of preferred funds from the FE fundinfo Research team. The funds on this list are selected based on careful scrutiny and form the basis for our model portfolio construction.
FE Launches One-Stop Investment Process For Advisers
FE, a leading investment ratings and research agency, today announced the launch of FE Analytics+ Investment Planner, a step by step investment process to help advisers meet suitability requirements and deliver consistent investment advice.