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News

FE Investments’ Model Portfolios now available via James Hay Partnership
Corporate
05 February 2020
FE Investments’ Model Portfolios now available via James Hay Partnership

With the addition of James Hay, our Managed Portfolio Service is now available on 12 leading platforms – with more to be added this year. For professional advisers only.

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The changing landscape of fund distribution in 2020
Martin Neason
28 January 2020
The changing landscape of fund distribution in 2020

Martin Neason, Head of GFR - Business Development at FE fundinfo, breaks down the "known knowns" and "known unknowns" of cross border fund distribution in 2020

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Thirteen new funds awarded highest 5-Crown rating
Corporate
27 January 2020
Thirteen new funds awarded highest 5-Crown rating

The IA Sterling Strategic Bond and IA Europe Including UK sectors have topped the sector charts in the latest Crowns Rebalance, which are awarded by leading global fund data and technology provider, FE fundinfo.

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Our 5 key investment decisions in 2019
Rob Gleeson
20 January 2020
Our 5 key investment decisions in 2019

In this post, we review the top five investment decisions we made in 2019 as a result of our robust and distinct investment philosophy. For professional advisers only.

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FE Investments now available through Dynamic Planner
Corporate
13 January 2020
FE Investments now available through Dynamic Planner

FE Investments’ managed portfolios added to Dynamic Planner’s risk based financial planning technology

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2020 UK Fund Management Regulatory Outlook
Mikkel Bates
07 January 2020
2020 UK Fund Management Regulatory Outlook

Regulatory changes are seemingly constant and imminent in today's global fund management landscape. We've highlighted the key regulatory changes impacting fund managers in the UK.

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Funds face 1st January 2020 Swiss regulation deadline
Corporate
01 January 2020
Funds face 1st January 2020 Swiss regulation deadline

Funds being promoted in Switzerland will face several revised regulation requirements from 1st January 2020.

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Upturn in markets post-election likely to be ‘short-lived’
Corporate
18 December 2019
Upturn in markets post-election likely to be ‘short-lived’

Following Thursday’s General Election result, which saw the Conservatives return to government after their best performance in three decades, the markets reacted broadly positively towards the news, with Sterling in particular, rallying strongly.

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New fund dashboard for financial advisers
Corporate
05 December 2019
New fund dashboard for financial advisers

FE fundinfo and Square Mile launch new fund dashboard to help financial advisers with their fund selection.

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FE fundinfo launches 2020 Financial Adviser Survey
Corporate
19 November 2019
FE fundinfo launches 2020 Financial Adviser Survey

FE fundinfo has launched its 2020 Financial Adviser survey and is seeking opinions from across the financial advice industry.

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FE Investments launches new ‘Mosaic’ managed portfolio range
Corporate
18 November 2019
FE Investments launches new ‘Mosaic’ managed portfolio range

With the costs of bespoke discretionary fund management (DFM) becoming increasingly hard to justify for many investors, FE investments has today launched a new range of managed portfolios for clients who want a bespoke service without paying excessive management fees.

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European regulators consult on PRIIPs KID contents
Mikkel Bates
12 November 2019
European regulators consult on PRIIPs KID contents

On 16 October, the Joint Committee of European Securities Authorities (ESAs) published consultation paper JC-2019-63 on amendments to the Regulatory Technical Standards, EU/2017/653, that set out the contents of PRIIPs KIDs.

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FE fundinfo launches as global fund data provider
Corporate
27 October 2019
FE fundinfo launches as global fund data provider

FE fundinfo, a new global fund data and technology leader has formally launched today, following a merger last year between FE, fundinfo and F2C.

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Risks for investors not receding as FE Investments Approved Funds list October 2019 rebalance concentrates on diversification
Corporate
25 October 2019
Risks for investors not receding as FE Investments Approved Funds list October 2019 rebalance concentrates on diversification

Difficult conditions for investors and a slowing global economy have once again seen FE Investments backing increasing diversification in its bi-annual Approved List rebalance in October 2019.

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European funds given ‘no deal’ Brexit ISA and CTF warning
09 October 2019
European funds given ‘no deal’ Brexit ISA and CTF warning

EU-registered funds held in Individual Savings Accounts (ISAs) and Child Trust Funds (CTFs) face the prospect of disqualification from these vehicles, unless they sign-up to the FCA’s Temporary Permissions Regime (TPR) by 30th October.

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When is a trade war, not a trade war? When it’s a boss game.
Ed Margot
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
Corporate
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
Global Funds Registration
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
Corporate
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?
Amina Dione
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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