News

13 January 2020

FE Investments now available through Dynamic Planner

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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*.

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.

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.

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.