News

FE fundinfo – the global leader in investment fund data and technology – has appointed Jens Olivarius as its new Chief Marketing Officer.

A new strategic partnership between two leading fund data and technology companies aims to modernise the exchange of data between asset managers and their clients, particularly large wealth managers and institutional investors.

Last year saw its fair share of regulatory upheaval, with seismic changes felt by all aspects of the financial services food chain.

75% of IFA firms use model portfolios as part of their investment proposition. Our MPS Directory can simplify the research process by bringing over 75 Providers into one place.

Almost 30 fund managers have been handed their first FE fundinfo Alpha Manager rating this year.

Less than a year after issuing Version 1.0 of the European ESG Template (EET), the industry-driven body FinDatEx has published both Version 1.1 and Version 1.1.1.

Don't be blindsided by what's around the corner. Find out what's in store for fund regulations in asset management and fund distribution in 2023 across Europe, the United Kingdom, Asia and Australia.

With FE CashCalc, you can conduct straight-through processing to Fundment's investment platform. But what are the benefits of straight-through processing to a platform?

Seeking and obtaining permission to promote a foreign domiciled fund to retail investors is increasingly difficult to achieve in a post-Brexit world as assets managers can no longer rely on the UCITS directive.

It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.

Historic periods of volatility can be examined through different frameworks to help us understand where future trends may lead. Does the "fire and ice" framework help us see how current inflation levels might return to a more stable world and help us find a future for the 60/40 portfolio?

FE fundinfo has successfully completed its transition to, and the production and dissemination of, the revised Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in time for the European deadline of 1 January 2023.

2022 performance was impacted by a variety of different market events, with both equities and bonds negatively affected. As such, any portfolio comprising solely of these assets will have a volatile year. But what were these shocks and how were they different to those in other years?

2022 was a difficult year for markets with turbulence from many directions, but there are reasons to be positive ahead of 2023. Here we look at the outlook for 2023 and where we feel bond and equity markets will go; will inflation and interest rates both contribute to further falls, or will global markets pick up again?

Constant regulatory change and ever-stricter obligations on product providers and advisers has become a way of life, but the current rate of change is almost unprecedented, certainly since the introduction of RDR.

Addressing the confusion in the market on the new version of PRIIPs KID

FE fundinfo, the global leader in investment fund data and technology, has signed-up over 75 managed portfolio providers to its MPS Directory.

2022 was a challenging year for the 60/40 portfolio. But why has it been one of the preferred portfolio structures in recent years, why has it been a middle ground for advisers, and why has the structure been so impacted by 2022's market events?

To promote sustainable financial investments, the Swiss Federal Council launched the Swiss Climate Scores in June this year. Does this represent a step forward or does it simply mean more work for fund managers?

At the turn of the year, the technical regulatory standards for the SFDR Regulation will come into force. What this means for fund companies is explained by regulatory specialist Mikkel Bates from FE Fundinfo.