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At our recent adviser events, we explored the approaches advisers can take to discover their clients' sustainability values and implement a sustainable investment proposition.
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We are therefore delighted to introduce the first set of ESG Ratings into FE Analytics, designed to give you an indication of the ESG performance of funds and more.
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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?
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Mikkel Bates, Regulatory Manager at FE fundinfo outlines the changes to UK PRIIPs published by the FCA Friday, 25th March 2022.
Seven active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2022, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.
Discover what changes have been made with the introduction of EPT v2 and how fund groups should prepare for the transition from v1 to v2
David Bower, FE fundinfo's Head of Business Development (Institutional Sales) gives his view on how the European asset management industry fared during the pandemic
Jens Jørgen Holm Møller joins our growing institutional sales team to lead growth across the Nordic region, following our acquisition of FundConnect
Following our acquisition of CashCalc, Oli Greenspan has joined FE fundinfo to oversee the continued growth of our adviser services
FE fundinfo's whole of market technology offering recognised at Megabuyte50 Awards
FE fundinfo and the Luxembourg Stock Exchange (“LuxSE”) today announce a new partnership which will result in FE fundinfo’s acquisition of Fundsquare, a leading fund registration and regulatory services provider in Luxembourg.
New range of investment reports help advisers explain key ESG exposure risks to clients and provide data and insights into the issues their clients care about.
More than 50 fund managers have joined the 2022 Alpha Manager list, which is compiled each year by leading fund data and technology company FE fundinfo and recognises the top 10 per cent of UK retail-facing managers
Chartered Financial Planner and founder of CashCalc, Ray Adams, joins Dan Graham for an episode of the NextGen Planners Podcast to discuss cashflow modelling, client onboarding and digital engagement.
With economies reopening after the Covid-19 pandemic, find out which funds have been awarded a 5-Crown rating by our team of fund experts
The EET was developed to help with the data provision for the SFDR, which was due to kick in fully on 1 July this year, just ahead of the changes to MiFID II. But now that the level 2 rules for SFDR won’t take effect until 1 January 2023, the order has been reversed and the new MiFID requirements will come in first.
In 2022, we'll be launching our brand-new Cashflow Modeller which includes tax calculations, enhancing our secure Portal, as well as developing even more integrations – which includes an integration with FE Analytics.
As the FCA consults with industry experts on the propose Sustainability Disclosure Requirements (SDR), FE fundinfo urges the regulator to think about consumers
FE fundinfo kicks off 2022 with a new senior appointment to oversee new product and service lines to service the rapidly-evolving global funds industry
Find out which funds have been added and which have been removed from FE Investments' latest rebalanced of its Approved List of funds
Following the acquisition announcement in October, FE fundinfo receives regulatory approval for the acquisition of Zenith Group in Australia
Just six months after reaching £4bn of assets under management, FE Investments has broken the £5bn barrier
FE fundinfo’s Regulatory Manager Mikkel Bates on the newest developments regarding the European ESG Template.