News

Funds being promoted in Switzerland will face several revised regulation requirements from 1st January 2020.

Following Thursday’s General Election result, which saw the Conservatives return to government after their best performance in three decades, the markets reacted broadly positively towards the news, with Sterling in particular, rallying strongly.

FE fundinfo and Square Mile launch new fund dashboard to help financial advisers with their fund selection.

FE fundinfo has launched its 2020 Financial Adviser survey and is seeking opinions from across the financial advice industry.

With the costs of bespoke discretionary fund management (DFM) becoming increasingly hard to justify for many investors, FE investments has today launched a new range of managed portfolios for clients who want a bespoke service without paying excessive management fees.

On 16 October, the Joint Committee of European Securities Authorities (ESAs) published consultation paper JC-2019-63 on amendments to the Regulatory Technical Standards, EU/2017/653, that set out the contents of PRIIPs KIDs.

FE fundinfo, a new global fund data and technology leader has formally launched today, following a merger last year between FE, fundinfo and F2C.

Difficult conditions for investors and a slowing global economy have once again seen FE Investments backing increasing diversification in its bi-annual Approved List rebalance in October 2019.

EU-registered funds held in Individual Savings Accounts (ISAs) and Child Trust Funds (CTFs) face the prospect of disqualification from these vehicles, unless they sign-up to the FCA’s Temporary Permissions Regime (TPR) by 30th October.

In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.

Leading discretionary managed portfolio provider FE Invest has appointed two senior investment professionals to its growing team.

UK fund providers will have until 15th September 2019 to submit a ‘Brexit licence’ to the Luxembourg regulator to continue trading in the jurisdiction.

Leading UK wealth managers have upped exposure to IA Global Bonds in the latest FE Adviser Fund Index (AFI), published today.

Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.

Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

With a recent article in the Financial Times (paywall), the debate around the management of the Woodford Equity Income Fund has broadened out to include the actions of the Authorised Corporate Director (ACD), a role very few outside the industry know anything about, but one that is very important nonetheless.

The European MiFID Template (EMT) has been used to transfer target market and costs and charges data from fund groups to distributors since January 2018. Having gone through a few iterations during development, the original version has not changed since it came into use over 18 months ago.

FE’s latest bi-annual Crown Fund Ratings rebalance has awarded 366 funds with the highly-prized 5 FE Crowns which is an 8.93% increase from last year. Of these funds, 7 are newcomers, which is less than half the number of newcomers compared to last year, and 37 have jumped 3 or more FE crowns to achieve the top accolade.

The outcomes from the FCA’s Asset Management Market Study (AMMS) are changing the ways fund groups work and even the way they are structured, all in the name of acting in investors’ best interests and delivering better outcomes for them.

The FCA published Policy Statement PS19/4 in February with further remedies for UK Authorised Fund Managers (AFMs) as a follow-up to its Asset Management Market Study (AMMS).