What are the benefits of straight-through processing?
> Read more
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
Recent messages around the state of the UK economy and the new leadership's fiscal plans have been somewhat mixed in recent weeks with an initial emergency budget increasing market uncertainty and volatility. With the previous Chancellor, Kwasi Kwarteng, now removed from the post and Jeremy Hunt installed instead, how will markets react to the U-turn being implemented by the new Chancellor?
Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges. Find out how you can do this with the FE Analytics Reduction in Yield Calculator.
Markets have reacted strongly following the announcement of wide-ranging tax cuts by the new Chancellor, Kwasi Kwarteng. Volatility has spiked and there are fears over the strength of the UK economy, but will these fears actually play out in the longer term?
As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.
The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.