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News

When is a trade war, not a trade war? When it’s a boss game.
20 September 2019
When is a trade war, not a trade war? When it’s a boss game.

In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.

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FE Invest makes two senior appointments to its growing team
17 September 2019
FE Invest makes two senior appointments to its growing team

Leading discretionary managed portfolio provider FE Invest has appointed two senior investment professionals to its growing team.

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Luxembourg regulator issues Brexit reminders to UK investment firms
04 September 2019
Luxembourg regulator issues Brexit reminders to UK investment firms

UK fund providers will have until 15th September 2019 to submit a ‘Brexit licence’ to the Luxembourg regulator to continue trading in the jurisdiction.

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Wealth managers increase exposure to global bonds
21 August 2019
Wealth managers increase exposure to global bonds

Leading UK wealth managers have upped exposure to IA Global Bonds in the latest FE Adviser Fund Index (AFI), published today.

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How do you demonstrate to clients that you are making the best decisions on their behalf?
20 August 2019
How do you demonstrate to clients that you are making the best decisions on their behalf?

Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.

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The UK’s fastest growing DFM on platform now available on 7IM
06 August 2019
The UK’s fastest growing DFM on platform now available on 7IM

Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

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Will PS18/8 see the end of the “ACD beauty pageant?”
06 August 2019
Will PS18/8 see the end of the “ACD beauty pageant?”

With a recent article in the Financial Times (paywall), the debate around the management of the Woodford Equity Income Fund has broadened out to include the actions of the Authorised Corporate Director (ACD), a role very few outside the industry know anything about, but one that is very important nonetheless.

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European MiFID Template v3 - A work in progress
31 July 2019
European MiFID Template v3 - A work in progress

The European MiFID Template (EMT) has been used to transfer target market and costs and charges data from fund groups to distributors since January 2018. Having gone through a few iterations during development, the original version has not changed since it came into use over 18 months ago.

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BlackRock & Liontrust top FE's latest Crown Ratings rebalance
29 July 2019
BlackRock & Liontrust top FE's latest Crown Ratings rebalance

FE’s latest bi-annual Crown Fund Ratings rebalance has awarded 366 funds with the highly-prized 5 FE Crowns which is an 8.93% increase from last year. Of these funds, 7 are newcomers, which is less than half the number of newcomers compared to last year, and 37 have jumped 3 or more FE crowns to achieve the top accolade.

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Preparing for Assessment of Value reports
23 July 2019
Preparing for Assessment of Value reports

The outcomes from the FCA’s Asset Management Market Study (AMMS) are changing the ways fund groups work and even the way they are structured, all in the name of acting in investors’ best interests and delivering better outcomes for them.

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Are you up to date with the FCA’s PS19/4?
14 June 2019
Are you up to date with the FCA’s PS19/4?

The FCA published Policy Statement PS19/4 in February with further remedies for UK Authorised Fund Managers (AFMs) as a follow-up to its Asset Management Market Study (AMMS).

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The Winners of the FE Alpha Manager Awards 2019
17 May 2019
The Winners of the FE Alpha Manager Awards 2019

Last night, FE brought together over 250 members of the fund management industry at LSO St Luke’s to celebrate the 2019 FE Alpha Manager of the Year Awards. The ceremony was hosted by British favourite, Hugh Dennis, who presented 12 awards to this year’s best fund managers.

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Are active managers pulling their weight?
30 April 2019
Are active managers pulling their weight?

Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.

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FE Invest awards ‘Buy’ ratings to Waverton European Dividend Growth, LF Miton US Opportunities and Man GLG Japan Core Alpha in latest Approved List review
29 April 2019
FE Invest awards ‘Buy’ ratings to Waverton European Dividend Growth, LF Miton US Opportunities and Man GLG Japan Core Alpha in latest Approved List review

Ten new funds have been given a ‘buy’ rating and four funds have been removed from the FE Invest Approved List of funds in the latest review. FE Invest rebalances its list of preferred funds twice a year.

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Revealed: The FE Alpha Manager Awards 2019 Shortlist
24 April 2019
Revealed: The FE Alpha Manager Awards 2019 Shortlist

FE, the investment ratings and research agency, announced today the fund managers that have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards with David Dudding, Gary Greenberg, Francis Brooke, Hugh Yarrow, Stephen Moore and Aziz Hamzaogullari among the list of the industry’s top talent.

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Advisers Slow to Adopt MIFID II Rules, FE Research Finds
23 April 2019
Advisers Slow to Adopt MIFID II Rules, FE Research Finds

FE’s latest survey of UK advisers finds that the industry is adapting gradually towards the changing regulatory landscape, rather than adopting new rules such as MIFID II immediately.

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Greater clarity on assessing a PRIIP’s Recommended Holding Period
18 April 2019
Greater clarity on assessing a PRIIP’s Recommended Holding Period

The Joint Committee of the three European regulators responsible for PRIIPs has just updated its Q&As and includes a detailed answer on how to arrive at the Recommended Holding Period (RHP) of a PRIIP.

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MiFID II, EMT and target market
09 April 2019
MiFID II, EMT and target market

It goes without saying that investments should only be recommended to, or included in discretionary portfolios of, clients whose needs, characteristics and objectives they meet.

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FE ranked at number 43 in The Sunday Times BDO Profit Track 100
08 April 2019
FE ranked at number 43 in The Sunday Times BDO Profit Track 100

FE has been ranked number 43 in the annual Sunday Times BDO Profit Track 100, which was published in the Business section of The Sunday Times on 7 April 2019.

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Can cash be used as a diversifier?
05 April 2019
Can cash be used as a diversifier?

A recent study by Ben Carlson showed “the only one of the [US-based] three major asset classes that’s up this year is actually cash”. Carlson has found out that “it’s only happened 10 times in 92 years”.

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