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News

Empowering you to deliver sound investment advice
17 February 2020
Empowering you to deliver sound investment advice

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.

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Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020
12 February 2020
Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020

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.

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FE fundinfo wins again at the Professional Adviser awards
07 February 2020
FE fundinfo wins again at the Professional Adviser awards

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.

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FE Investments’ Model Portfolios now available via James Hay Partnership
05 February 2020
FE Investments’ Model Portfolios now available via James Hay Partnership

With the addition of James Hay, our Managed Portfolio Service is now available on 12 leading platforms – with more to be added this year. For professional advisers only.

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The changing landscape of fund distribution in 2020
28 January 2020
The changing landscape of fund distribution in 2020

Martin Neason, Head of GFR - Business Development at FE fundinfo, breaks down the "known knowns" and "known unknowns" of cross border fund distribution in 2020

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Thirteen new funds awarded highest 5-Crown rating
27 January 2020
Thirteen new funds awarded highest 5-Crown rating

The IA Sterling Strategic Bond and IA Europe Including UK sectors have topped the sector charts in the latest Crowns Rebalance, which are awarded by leading global fund data and technology provider, FE fundinfo.

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Our 5 key investment decisions in 2019
20 January 2020
Our 5 key investment decisions in 2019

In this post, we review the top five investment decisions we made in 2019 as a result of our robust and distinct investment philosophy. For professional advisers only.

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FE Investments now available through Dynamic Planner
13 January 2020
FE Investments now available through Dynamic Planner

FE Investments’ managed portfolios added to Dynamic Planner’s risk based financial planning technology

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2020 UK Fund Management Regulatory Outlook
07 January 2020
2020 UK Fund Management Regulatory Outlook

Regulatory changes are seemingly constant and imminent in today's global fund management landscape. We've highlighted the key regulatory changes impacting fund managers in the UK.

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Funds face 1st January 2020 Swiss regulation deadline
01 January 2020
Funds face 1st January 2020 Swiss regulation deadline

Funds being promoted in Switzerland will face several revised regulation requirements from 1st January 2020.

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Upturn in markets post-election likely to be ‘short-lived’
18 December 2019
Upturn in markets post-election likely to be ‘short-lived’

Following Thursday’s General Election result, which saw the Conservatives return to government after their best performance in three decades, the markets reacted broadly positively towards the news, with Sterling in particular, rallying strongly.

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New fund dashboard for financial advisers
05 December 2019
New fund dashboard for financial advisers

FE fundinfo and Square Mile launch new fund dashboard to help financial advisers with their fund selection.

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FE fundinfo launches 2020 Financial Adviser Survey
19 November 2019
FE fundinfo launches 2020 Financial Adviser Survey

FE fundinfo has launched its 2020 Financial Adviser survey and is seeking opinions from across the financial advice industry.

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FE Investments launches new ‘Mosaic’ managed portfolio range
18 November 2019
FE Investments launches new ‘Mosaic’ managed portfolio range

With the costs of bespoke discretionary fund management (DFM) becoming increasingly hard to justify for many investors, FE investments has today launched a new range of managed portfolios for clients who want a bespoke service without paying excessive management fees.

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European regulators consult on PRIIPs KID contents
12 November 2019
European regulators consult on PRIIPs KID contents

On 16 October, the Joint Committee of European Securities Authorities (ESAs) published consultation paper JC-2019-63 on amendments to the Regulatory Technical Standards, EU/2017/653, that set out the contents of PRIIPs KIDs.

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FE fundinfo launches as global fund data provider
27 October 2019
FE fundinfo launches as global fund data provider

FE fundinfo, a new global fund data and technology leader has formally launched today, following a merger last year between FE, fundinfo and F2C.

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Risks for investors not receding as FE Investments Approved Funds list October 2019 rebalance concentrates on diversification
25 October 2019
Risks for investors not receding as FE Investments Approved Funds list October 2019 rebalance concentrates on diversification

Difficult conditions for investors and a slowing global economy have once again seen FE Investments backing increasing diversification in its bi-annual Approved List rebalance in October 2019.

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European funds given ‘no deal’ Brexit ISA and CTF warning
09 October 2019
European funds given ‘no deal’ Brexit ISA and CTF warning

EU-registered funds held in Individual Savings Accounts (ISAs) and Child Trust Funds (CTFs) face the prospect of disqualification from these vehicles, unless they sign-up to the FCA’s Temporary Permissions Regime (TPR) by 30th October.

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When is a trade war, not a trade war? When it’s a boss game.
20 September 2019
When is a trade war, not a trade war? When it’s a boss game.

In our latest article, Ed Margot FEI’s Investment Strategist, contemplates the power struggle that raging between the world’s two largest superpowers: China and the USA. All, it appears, is not as it seems on the surface.

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FE Invest makes two senior appointments to its growing team
17 September 2019
FE Invest makes two senior appointments to its growing team

Leading discretionary managed portfolio provider FE Invest has appointed two senior investment professionals to its growing team.

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