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News

Increasing volatility rendering KIIDs documents out of date
10 June 2020
Increasing volatility rendering KIIDs documents out of date

With Covid-19 causing volatility in the markets, research from FE fundinfo reveals many share classes will have to update their KIIDs imminently

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50 providers now on FE fundinfo's MPS Directory
08 June 2020
50 providers now on FE fundinfo's MPS Directory

Since launching five years ago, the MPS Directory has gone from strength to strength

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Video: Monitoring SRRI and updating UCITS KIIDs
08 June 2020
Video: Monitoring SRRI and updating UCITS KIIDs

In the eight years since the introduction of UCITS KIIDs, the Covid-19 pandemic is presenting the first real test where the markets are experiencing sustained periods of volatility.

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Digital Impact - is your business already Millennial-proof?
05 June 2020
Digital Impact - is your business already Millennial-proof?

To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.

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Up-to-date performance data during fast moving markets with FE Analytics
02 June 2020
Up-to-date performance data during fast moving markets with FE Analytics

With markets moving dramatically within a single day, having access to up-to-date and reliable data is imperative so you always have an accurate picture on performance and can understand how your clients’ portfolios are affected.

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The rise in 3rd party investment propositions – a prevailing trend
22 May 2020
The rise in 3rd party investment propositions – a prevailing trend

Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.

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Financial advisers enhancing their retirement propositions
18 May 2020
Financial advisers enhancing their retirement propositions

The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers

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FE Investments rebalances Approved List
12 May 2020
FE Investments rebalances Approved List

Find out which funds have been added and which have been removed in FE Investments' latest Approved List rebalance

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FE Analytics lockdown learning
06 May 2020
FE Analytics lockdown learning

We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.

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Battle Royal or Just a Misunderstanding over PRIIPs Past Performance?
05 May 2020
Battle Royal or Just a Misunderstanding over PRIIPs Past Performance?

Mikkel Bates, Regulatory Manager of FE fundinfo, on the growing chasm between the regulators and Better Finance (a European body representing savers and investors), and the European Commission and MEPs on the most heavily criticised section of KIDs - performance ratios.

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Helping your clients understand sequencing risk
04 May 2020
Helping your clients understand sequencing risk

As it looks increasingly like we have now passed the peak of the coronavirus crisis in the UK, commentary has turned to what the potential economic fallout could look like. Nervous clients who stoically rode out the initial market falls may now be reconsidering their options. In this article we show how you can demonstrate sequencing risk through turbulent market conditions, in a visual way your clients can relate to.

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What could an economic recovery look like?
28 April 2020
What could an economic recovery look like?

The rapid economic slowdown and financial market correction has led to speculation about how long any recession will last and what shape the economic recovery will take. In this article we take a closer look at the likelihood of a V, U, L or W shaped recovery. FOR ADVISER USE ONLY.

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Key insights from the FE fundinfo Financial Adviser Survey 2020
27 April 2020
Key insights from the FE fundinfo Financial Adviser Survey 2020

The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.

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White Paper on Assessment of Value Reporting
24 April 2020
White Paper on Assessment of Value Reporting

This FE fundinfo white paper will address some of the common questions that we have seen in the market regarding Assessment of Value (AoV) reporting, what it means for Authorised Fund Managers (AFMs) and how they have responded.

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The evolution of EMT (FAQ)
23 April 2020
The evolution of EMT (FAQ)

Everything you need to know about EMT (European MiFID Template) and the transition to Version 3

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Surfing the wave - how the financial advice industry boomed in 2019
20 April 2020
Surfing the wave - how the financial advice industry boomed in 2019

Despite rising costs and increasing regulation, the financial advice industry boomed in 2019, buoyed by increasing consumer demand.

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A tailored MPS service
17 April 2020
A tailored MPS service

In this article we look at a new platform integration from Standard Life and FE Investments that uses technology to help reduce your administrative burden and improve client outcomes. FOR ADVISER USE ONLY.

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Combatting the vendor management challenge
17 April 2020
Combatting the vendor management challenge

Is your organisation resource-intensive or resource-effective? The vendor management challenge facing fund managers is an unintended consequence of the continuous onslaught of regulatory change in fund management.

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Track your market position with data-backed insights
14 April 2020
Track your market position with data-backed insights

You don’t need to be reminded that we’re currently operating in an unprecedented global environment. The current situation seems surreal and unpredictable. We hear the word ‘corona’ ten times more than we do ‘Brexit’ now.

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FCA temporarily eases burden of MifID II “10% rule” reporting
02 April 2020
FCA temporarily eases burden of MifID II “10% rule” reporting

In a follow-up to our earlier blog questioning the reason for discretionary managers to report immediately to clients whose portfolios have lost 10% of their value since the last regular quarterly valuation

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