News

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.

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.

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.

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.

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.

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.

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.

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.

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”.

27 March 2019

Should you still be investing in property funds with Brexit looming?

Following the EU referendum in 2016, investors expected property markets to fall sharply, resulting in a rush of withdrawals from property funds. Several funds had to suspend withdrawals or apply value adjustments to stave off the tide while they raised money through the sale of assets.

25 March 2019

61 managers make it into the 2019 FE Hall of Fame

FE announced today that 61 fund managers have made it into the 2019 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha Manager rated over the last seven years.

18 March 2019

Top FCA Findings following the launch of MiFID II

Following the launch of MiFID II, the FCA recently carried out a review of MiFID authorised firms* to gauge how firms are complying with the new rules and what challenges they have faced.

11 March 2019

Good and bad in MiFID II cost disclosure, says FCA review

Having selected 50 assorted MiFID II investment firms – D2C platforms, robo-advisers, DFMs and fund managers – the FCA looked at their understanding of the rules, where they might be falling short, how well costs and charges information is shared between groups and whether cost disclosure has improved the transparency of client communications.

07 March 2019

FE fundinfo Alpha Manager Rating: more than just an accolade

The FE Alpha Managers make up the top 10 per cent of UK retail-facing managers based on their track record going back to the year 2000, with extra weighting for managers with the longest track records to highlight the benefits of experience.

07 March 2019

FCA issues Feedback Statement on its PRIIPs Call for Input

Despite a lack of ability to do much at a local level about PRIIPs, the FCA issued a Call for Input (CfI) last year to ask for industry views on issues such as the scope of the PRIIPs Regulation and the calculation and presentation of risks, returns and costs on a KID.

18 February 2019

FE Unveils the Alpha Managers Of 2019

There has been a big churn of talent in the 2019 FE Alpha Manager rebalance, with 54 managers joining the ranks and 52 losing their FE Alpha Manager title.

11 February 2019

FE Wins 'Best Model Portfolio Service' at Professional Adviser awards 2019

FE is delighted to have won the award for 'Best Model Portfolio Service' at the Professional Adviser Awards 2019, held last Thursday 7th February.

04 February 2019

FE AFI panellists hike risk and cut exposure to UK in latest rebalance

The 19 financial advisers and wealth managers on the FE Adviser Fund Index (AFI) panel[1] have hiked risk across all three indices in this month’s bi-annual rebalancing by increasing exposure to global and emerging market equities, whilst trimming UK positions.

31 January 2019

Keeping Up with the Digital Revolution: Your Reputation is on the Line!

It is becoming more and more evident that the wealth and asset management industry is going through a digital transformation. Changing technology is making space for a new breed of digital competitors with innovative solutions aiming to disrupt the industry.

29 January 2019

FE Invest: Our 5 key investment decisions in 2018

At FE Invest, our investment philosophy is built around managing and adjusting risk to deliver optimal returns for clients. Below we look at 5 key investment successes our robust methodology has offered in 2018.