News

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.

EET data is now available on fundinfo.com, FE fundinfo's leading international platform for fund information and mandatory publications of investment funds. Investors can freely access the new EET section on the fund detail page, available for funds in 22 fund markets.

The FCA recently released its Retirement Income Data to help advisers understand the retirement landscape and how their clients are looking at retirement. The data looks at trends in pension withdrawal rates, DB to DC pension transfers received as well as the use of advice when clients purchase retirement products, amongst other metrics.

Providing advice is complicated, and integrating a client's sustainability values even more so. There are many different approaches that advisers can take with ESG, ranging from simple one-size-fits-all screening processes, through to bespoke solutions for every individual client. There are merits to the different approaches, but can some solutions be too simple, and are others too complex?

The FCA’s published its consultation paper on Sustainable Disclosure Requirements on 25 October, a few months later than initially planned. FE fundinfo’s Regulation Manager, Mikkel Bates takes a closer look - read more on the proposed rules focussed on protecting consumers from greenwashing and rebuilding trust.

The collaboration will give MSCI’s ESG and Climate clients the ability to pair FE fundinfo’s whole of market EET data with MSCI’s ESG Fund Ratings dataset, creating a comprehensive view of funds from across the market.

At the end of September, the European investments regulator ESMA published its final report on “guidelines on certain aspects of the MiFID II suitability requirements”.

FE fundinfo Regulatory Manager, Mikkel Bates discusses the latest updates to ESG regulations in the EU and UK, how these will impact fund managers and how disclosure requirements aim to combat greenwashing.

Everything you need to know about EPT (European PRIIPs Template) and the transition to Version 2.0 (V2.0) and Version 2.1 (V2.1)

Access and view additional ESG-related data, which will help you evaluate and better understand the ESG credentials of a particular fund.

Gain an initial understanding of your clients' attitude towards sustainability within their everyday life using our Sustainable Investing Questionnaire (SIQ).

Recent messages around the state of the UK economy and the new leadership's fiscal plans have been somewhat mixed in recent weeks with an initial emergency budget increasing market uncertainty and volatility. With the previous Chancellor, Kwasi Kwarteng, now removed from the post and Jeremy Hunt installed instead, how will markets react to the U-turn being implemented by the new Chancellor?

Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges. Find out how you can do this with the FE Analytics Reduction in Yield Calculator.

Markets have reacted strongly following the announcement of wide-ranging tax cuts by the new Chancellor, Kwasi Kwarteng. Volatility has spiked and there are fears over the strength of the UK economy, but will these fears actually play out in the longer term?

Periods of market volatility can be stressful for investors and they may wish to exit the market to reduce downside risk. However, they can then miss out on market rallies - so is there a right course to take?