News

A busy programme of regulations added to divergence between the UK and the EU has led to some uncertainty among fund groups. Regulations Manager Mikkel Bates takes a look at the key differences.

CashCalc achieves a second successive 5 star rating at the FT Adviser Financial Adviser Service Awards.

With retirees facing different risks from the accumulation phase of their investment journeys, FE Investments has launched a new range of decumulation portfolios

With world-class Asset Managers, France offers an attractive range of investment propositions for investors, not just domestically, but also on a global stage. We spoke to Philippe Cordier, Head of business development at FE fundinfo, France, to find out more about the current situation and the challenges and opportunities within the French fund market.

The fundamental consideration for any IFA advising clients in retirement is whether they have saved enough to maintain the lifestyle they want through a sustainable income.

Analysing the UK Economy and Inflation

With a politically and economically stable environment, Luxembourg benefits from an extremely qualified workforce and is historically known for its proactive and flexible role in adoption and implementation of European financial regulations.

Data management is on the minds of the entire fund industry from small Asset Managers to larger ones including distribution platforms, analytics agencies, and Independent Directors.

We discuss data management problems encountered by fund managers and the steps they can take to move nearer the 'Golden Source of Truth.'

We review the growth in ESG financial products and the associated risk of greenwashing across the asset management industry.

Here we take a closer look at why the Cross Border Distribution Framework (CBDF) has only seen a minority of Member States fully implement it into their local regulations.

We breakdown the conclusions published by the SFC on the management and disclosure of climate-related risks.

We are delighted to announce that CashCalc has introduced a Cashflow Modeller which includes tax calculations, enabling you to start accounting for tax rates, thresholds and much more. Currently only available for BETA users.

FE fundinfo has acquired Zenith Group (including Zenith Investment Partners and Chant West), a well-respected research, ratings, managed accounts and adviser technology provider in the APAC region.

Applying ESG Theory to Investment Selection

Our European operations are set to be enhanced even more, with the key appointments of some strategic senior hires

The origination, storage, transmission, and use need to be monitored as any other asset. Within a continually evolving regulatory landscape, the need for flexible and performant tools supporting data management takes center stage.

FE fundinfo has announced that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics. 

The one about Cashflow Planning with Ray Adams

The deal brings together FE fundinfo’s fund data and technology expertise in the UK, Europe & Asia with FundConnect’s complementary set of services and their unique position in the Nordic fund industry.