FE fundinfo
FE Analytics FE Investments Client Portal Data Partner Portal Dissemination Portal
Trustnet Investegate fundinfo etfinfo yoursri.com
Australia France Germany Hong Kong S.A.R. Italy Luxembourg Singapore Spain Switzerland United Kingdom
Fund Managers Fund Distributors Insurance Companies MPS Providers Financial Advisers Just browsing


News

Brexit and the investment fund industry
27 January 2021
Brexit and the investment fund industry

Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.

Read more
Are you ready for the new responsible and sustainable investments regulations?
26 January 2021
Are you ready for the new responsible and sustainable investments regulations?

In this article we outline how the upcoming regulatory changes will impact your advice process and highlight the key issues you’ll need to consider when preparing for them. FOR ADVISER USE ONLY.

Read more
Ethical & sustainable funds outperform in latest Crown Ratings
25 January 2021
Ethical & sustainable funds outperform in latest Crown Ratings

In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the big winners in the latest Crowns Rebalance

Read more
Eight ways we helped Financial advisers in 2020
25 January 2021
Eight ways we helped Financial advisers in 2020

With a 55% increase in the use of FE Analytics during the market downturn of February and March, it’s clear that Financial Advisers are relying on and trusting our services. Below are eight ways that we helped Financial Advisers in 2020. FOR ADVISER USE ONLY.

Read more
The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999
08 January 2021
The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999

The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.

Read more
FE fundinfo boosts ESG offering with CSSP acquisition
News
07 January 2021
FE fundinfo boosts ESG offering with CSSP acquisition

FE fundinfo acquires ESG data and reporting consultancy CSSP to enhance ESG solutions

Read more
FE Investments' top five decisions of 2020
06 January 2021
FE Investments' top five decisions of 2020

In this post we look back at the five key investment decisions we made in 2020. FOR ADVISER USE ONLY.

Read more
Spotlight on the Spanish fund market
07 December 2020
Spotlight on the Spanish fund market

Spain is becoming an increasingly attractive market for both Spanish and non-Spanish investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and to the end investor.

Read more
Choosing the right investment strategy
30 November 2020
Choosing the right investment strategy

The debate over whether active is better than passive investing is an old one, with views firmly embedded on both sides. In this article we take a fresh look at the debate and consider whether a ‘hybrid’ strategy could provide a more suitable alternative. FOR ADVISER USE ONLY.

Read more
2021 Global Fund Management Regulatory Outlook
30 November 2020
2021 Global Fund Management Regulatory Outlook

Mikkel Bates, Regulatory Manager at FE fundinfo, reflects on the regulations that did and did not go to plan this year in light of the global pandemic, and how the fund management industry is placed to face new regulatory changes in 2021.

Read more
Celebrating three-years of the Responsibly Managed Portfolios
26 November 2020
Celebrating three-years of the Responsibly Managed Portfolios

This week marked the third anniversary of FE Investments’ Responsibly Managed Portfolios. Launched in 2017 when ESG solutions from discretionary managed portfolio providers were in their infancy, the range is designed to offer a pragmatic balance between managing risk and returns, while investing for good. FOR ADVISER USE ONLY

Read more
UK Government makes PRIIPs preferences known
19 November 2020
UK Government makes PRIIPs preferences known

Rishi Sunak's new Financial Services Bill sets the tone for PRIIPs/UCITS reporting in 2021

Read more
Choosing the right DFM operating framework
09 November 2020
Choosing the right DFM operating framework

The Agent as Client debate has been a hot topic for much of 2020 but many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager partners. ADVISER USE ONLY

Read more
Reconnecting, remarketing & retargeting - Mergers & Acquisitions in asset management
05 November 2020
Reconnecting, remarketing & retargeting - Mergers & Acquisitions in asset management

It’s not a revolutionary move when a business participates in a merger or company acquisition. With the aim of strengthening their distribution reach and growing AUM, we see market movements like this in the fund management industry regularly.

Read more
FE fundinfo makes senior hire & celebrates first birthday
04 November 2020
FE fundinfo makes senior hire & celebrates first birthday

Today we appoint Tim Goodhind as our new CRO; a year on from launching as FE fundinfo

Read more
You can’t manage what you can’t measure
27 October 2020
You can’t manage what you can’t measure

Selecting your client’s investments is just the beginning of your work as their adviser. Arguably, the greater and more time-consuming part of the process is in the monitoring and review of their portfolios to ensure they are progressing towards their chosen financial goals.

Read more
Spotlight on the Italian Fund Market
26 October 2020
Spotlight on the Italian Fund Market

Italy is becoming an increasingly attractive market for both Italian and non-Italian investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and the end investor. Find out more about the current situation and challenges of the Italian fund market.

Read more
Data without limits
17 October 2020
Data without limits

With the market responding turbulently to the current covid-19 pandemic and political climate, being able to actively monitor funds with up-to-date data is vital.

Read more
Back to basics: PRIIPs KIDs vs UCITS KIIDs
06 October 2020
Back to basics: PRIIPs KIDs vs UCITS KIIDs

We outline the basic differences between PRIIPs KIDs and UCITS KIIDs from the underlying regulation, disclosure requirements and what they set out to achieve.

Read more
Selecting a portfolio based on time horizon
05 October 2020
Selecting a portfolio based on time horizon

When considering a clients’ investments, few questions are as important as “how long do you want to invest your money for?”

Read more