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.
Following our recent post on the Four key things to look out for when choosing a DFM we felt it would be beneficial to take a closer look at service delivery, as invariably that’s the primary factor in the decision to outsource investment management. FOR ADVISER USE ONLY.
Since launching in 2012 FE Investments, the investments arm of FE fundinfo has gone from strength to strength and now has more than £3bn in AUM
Having flagged it up in its written statement in June, HM Treasury published a short update at the end of July on what it plans to do with the PRIIPs Regulation in the UK after the end of the transition period. The document flags three intended changes...
The FCA’s Production Intervention and Product Governance rules means financial advisers’ investment recommendations are under greater scrutiny than ever before. FOR ADVISER USE ONLY
The objective of the PRIIPs KID has always been laudable – give retail investors a standardised pre-sale disclosure document that is clear, understandable and not misleading and that helps them compare products that aim to help them achieve similar goals but which are structured differently.
Find out which fund managers won in the 2020 Alpha Manager Awards
An easy-to-interpret overview of core fund information can help advisers quickly assess a fund’s ability to meet clients’ investment objectives and narrowing down which funds to select from.
Find out which managers beat the markets in 2019 to become this year's Alpha Managers
In this article we look at how FE Analytics and our MPS Directory allow advisers to confidently monitor their outsourced portfolios.
Find out which funds have been awarded a prestigious 5-Crown rating in FE fundinfo's latest rebalance
Changes in market volatility have been aggressive and intense this year. The economic impact of Covid-19 was evident as the market dipped lower than its previous record in 2008. Whilst the favour towards passive investments is growing rapidly and appears to be a longer term trend, now is the time to turn to active management and for active managers to prove their worth.
Mikkel Bates, Regulatory Manager at FE fundinfo, provides a quick tour of what's happening in the world of fund regulation covering UCITS, PRIIPs, ESG and Brexit.
Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY
Watch the launch of our Fund Dashboard in partnership with Square Mile - An innovate new way to view key fund information, supporting financial advisers with fund selection.
With Covid-19 forcing many to work from home, how will the funds industry adapt its processes and data management?
Based on your feedback, we will be adding some exciting new features and services on fundinfo.com, which will become available in July including a new lead generation button.
