News

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.

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

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

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.

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.

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.

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

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

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

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.

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

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.

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.

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.

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

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

Following the publication in 2019 of the Pan-European Personal Pension (PEPP) Regulation, the European pensions regulator, EIOPA, recently issued draft regulatory technical standards (RTS) setting out the instructions for a PEPP key information document (KID).

The financial services industry has not been immune to technological advances though it has been slower to catch up, particularly in fund management. These days, all financial services businesses should be focused on their place within the industry and how they are connected to other companies.

With coronavirus-induced volatility hitting markets hard in February and March, many advisers found their processes under increasing strain. The FCA responded by suspending the MiFiD II 10% drop rule until October 1st and with markets showing more stability over the short term, it’s an ideal opportunity for advisers to ensure their processes are compliant and scalable.

As the end of the Brexit transition period draws near, we have summarised the confirmed positions of EU27 regulators and the impact they will have on the promotion and marketing of UK funds in mainland Europe.