News

04 March 2020

What is the point of the MiFID II “10% fall” disclosure?

With the coronavirus pandemic taking hold of the world and world news headlines, what do you do when your portfolio has fallen by over 10% since the start of the year? What do the regulators expect you to do?

04 March 2020

FE fundinfo appoints new Head of Asset Management Sales

David Bower becomes FE fundinfo's latest senior hire

03 March 2020

Sustainable Investment is not the same as Ethical Investment

A high sustainability rating might suggest a fund is doing all the right things in respect of its environmental, social and governance obligations - but is it ethical?

03 March 2020

Achieving the impossible - Building a golden source of truth

Is how you manage data the key to unlocking a new competitive edge?

27 February 2020

Wealth managers reduce exposure to UK Property

Following the high-profile suspensions of the M&G and Prudential UK Property funds in 2019, UK wealth managers have significantly reduced their exposure to UK property as an asset class.

25 February 2020

FE Analytics is evolving

Over the past few months we’ve been giving parts of FE Analytics a bit of a makeover and are pleased to announce that the start of this new look will be rolled out to users throughout March and April.

18 February 2020

2020 FE fundinfo Alpha Managers revealed

With the start of a new decade, 55 fund managers have become ‘Alpha Managers’ in 2020.

17 February 2020

FE fundinfo makes two senior hires

Two industry leaders in Fund Management and Technology to join FE fundinfo and further strengthen the leadership team

17 February 2020

Empowering you to deliver sound investment advice

We understand the pressures facing financial advisers with increased regulation and administrative burdens. We’re constantly looking for ways to evolve our services so users have the investment research tools and solutions needed to future proof their businesses and provide the very best advice to their clients.

12 February 2020

Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020

The Italian Ministry of Economy and Finance (MEF) has ruled that UK regulated companies will be allowed to continue operating within Italy at least until the end of 2020.

07 February 2020

FE fundinfo wins again at the Professional Adviser awards

We are delighted to announce that FE Investments won the awards for 'Best Model Portfolio Service' and 'Best Ratings/Research Service for Advisers' at the Professional Adviser Awards 2020.

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.

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

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.

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.

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.