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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.
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.
Preparing for Assessment of Value reports
The outcomes from the FCA’s Asset Management Market Study (AMMS) are changing the ways fund groups work and even the way they are structured, all in the name of acting in investors’ best interests and delivering better outcomes for them.
The Winners of the FE Alpha Manager Awards 2019
Last night, FE brought together over 250 members of the fund management industry at LSO St Luke’s to celebrate the 2019 FE Alpha Manager of the Year Awards. The ceremony was hosted by British favourite, Hugh Dennis, who presented 12 awards to this year’s best fund managers.
FE Invest awards ‘Buy’ ratings to Waverton European Dividend Growth, LF Miton US Opportunities and Man GLG Japan Core Alpha in latest Approved List review
Ten new funds have been given a ‘buy’ rating and four funds have been removed from the FE Invest Approved List of funds in the latest review. FE Invest rebalances its list of preferred funds twice a year.
Revealed: The FE Alpha Manager Awards 2019 Shortlist
FE, the investment ratings and research agency, announced today the fund managers that have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards with David Dudding, Gary Greenberg, Francis Brooke, Hugh Yarrow, Stephen Moore and Aziz Hamzaogullari among the list of the industry’s top talent.
Should you still be investing in property funds with Brexit looming?
Following the EU referendum in 2016, investors expected property markets to fall sharply, resulting in a rush of withdrawals from property funds. Several funds had to suspend withdrawals or apply value adjustments to stave off the tide while they raised money through the sale of assets.
Good and bad in MiFID II cost disclosure, says FCA review
Having selected 50 assorted MiFID II investment firms – D2C platforms, robo-advisers, DFMs and fund managers – the FCA looked at their understanding of the rules, where they might be falling short, how well costs and charges information is shared between groups and whether cost disclosure has improved the transparency of client communications.
FE fundinfo Alpha Manager Rating: more than just an accolade
The FE Alpha Managers make up the top 10 per cent of UK retail-facing managers based on their track record going back to the year 2000, with extra weighting for managers with the longest track records to highlight the benefits of experience.
FCA issues Feedback Statement on its PRIIPs Call for Input
Despite a lack of ability to do much at a local level about PRIIPs, the FCA issued a Call for Input (CfI) last year to ask for industry views on issues such as the scope of the PRIIPs Regulation and the calculation and presentation of risks, returns and costs on a KID.