You don’t need to be reminded that we’re currently operating in an unprecedented global environment. The current situation seems surreal and unpredictable. We hear the word ‘corona’ ten times more than we do ‘Brexit’ now.
In a follow-up to our earlier blog questioning the reason for discretionary managers to report immediately to clients whose portfolios have lost 10% of their value since the last regular quarterly valuation
To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.
With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.
The European securities regulator ESMA has delayed the deadline for responses to its consultation on technical standards on the provision of investment services and activities by third-country firms by four weeks from the end of March to 28 April.
All our lives and businesses are changing in response to the COVID-19 pandemic. It is an uncertain and unprecedented time for everyone and our concern is always first and foremost the health and safety of our employees, customers and partners.
Fund managers from some of the UK’s leading groups have been added to the coveted 2020 Alpha Manager Hall of Fame, an elite list of fund managers recognised by global fund data and technology provider, FE fundinfo.
The world is now flooded with data. According to a study by the International Data Corporation (IDC), this year, the world is set to generate 50 times more data than we’ve had in the last decade.
As a one-stop tool for investment research, analysis, due diligence and monitoring, FE Analytics is the ideal tool to help you communicate effectively with your clients during times of uncertainty.
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?
David Bower becomes FE fundinfo's latest senior hire
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?
Is how you manage data the key to unlocking a new competitive edge?
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.
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.
With the start of a new decade, 55 fund managers have become ‘Alpha Managers’ in 2020.
Two industry leaders in Fund Management and Technology to join FE fundinfo and further strengthen the leadership team
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.
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.
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.
