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News

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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Regulatory requirements for Fund Managers on the increase in Asia
31 March 2020
Regulatory requirements for Fund Managers on the increase in Asia

To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.

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Using data and analytics to help reassure your clients
31 March 2020
Using data and analytics to help reassure your clients

With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.

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The timing of changes to PRIIPs KIDs?
30 March 2020
The timing of changes to PRIIPs KIDs?

The European securities regulator ESMA has delayed the deadline for responses to its consultation on technical standards on the provision of investment services and activities by third-country firms by four weeks from the end of March to 28 April.

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Update - Business Continuity Planning for the COVID-19 threat
18 March 2020
Update - Business Continuity Planning for the COVID-19 threat

All our lives and businesses are changing in response to the COVID-19 pandemic. It is an uncertain and unprecedented time for everyone and our concern is always first and foremost the health and safety of our employees, customers and partners.

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Ten fund managers join FE fundinfo’s Alpha Manager ‘Hall of Fame’
16 March 2020
Ten fund managers join FE fundinfo’s Alpha Manager ‘Hall of Fame’

Fund managers from some of the UK’s leading groups have been added to the coveted 2020 Alpha Manager Hall of Fame, an elite list of fund managers recognised by global fund data and technology provider, FE fundinfo.

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Actionable Insights from Fund Data
12 March 2020
Actionable Insights from Fund Data

The world is now flooded with data. According to a study by the International Data Corporation (IDC), this year, the world is set to generate 50 times more data than we’ve had in the last decade.

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Demonstrating value in uncertain markets
12 March 2020
Demonstrating value in uncertain markets

As a one-stop tool for investment research, analysis, due diligence and monitoring, FE Analytics is the ideal tool to help you communicate effectively with your clients during times of uncertainty.

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