News

From integrating with FE fundinfo to improving the Anti-Money Laundering (AML) feature, catch up on all the latest developments made in June 2021.

Today we are announcing a new ESG data agreement that will see MSCI's ESG ratings incorporated into FE Analytics, Trustnet and fundinfo.com

With the FCA publishing its first review into Assessment of Value Reports, our Regulations Manager Mikkel Bates takes a look at the finer details

The FCA has published its promised consultation paper on TCFD which provided some interesting details for asset managers, life insurers and regulated pension providers.

Why ESG is one of the only changes in the financial services industry where consumer demand is setting the pace ahead of regulation

A new report proposing changes to transparency disclosure rules could have an impact on PRIIPs. Mikkel Bates takes a look at what these changes could mean for asset managers

Here are our top 5 cashflow planning tips to help you create powerful and engaging lifetime cashflow plans with CashCalc.

FinDatEx has started work on an ambitious and challenging project, the European ESG Template, or EET, with a target date of 1 January 2022; that is when the Regulatory Technical Standards (RTS) for the SFDR start to take effect across the EEA. Let FE fundinfo's Regulatory Manager Mikkel Bates provide you with more insights on this topic.

With 13 awards on offer, find out who has been named a 'Guardian of Fund Management' at the 2021 Alpha Manager Awards

Oliver Oehri, FE fundinfo's Co-head of the ESG product group takes a look at some of the emerging trends in ESG investing and tackles some of the myths and perceptions.

Are Eco-labels opening the door to more divergence across the ESG reporting landscape? Eco-labels are distinct and separate from the recently introduced disclosures under the Sustainable Finance Disclosure Regulation (SFDR) and are awarded to funds as a validation of their ESG credentials. Learn more about Eco-labels and how FE fundinfo guides managers through the process of applying for them.

To help with your ongoing Anti-Money Laundering (AML) obligations, we automatically check the Sanctions List for individuals or entities matching your clients’ details and display the results for free within the AML section of CashCalc.

Confirmation at last that HM Treasury is extending the UCITS KIID exemption, but how will the divergence impact on fund groups?

The EU Directive 2019/1160, better known as: “the EU cross-border distribution of collective investment undertakings legislative package” comes into effect 2 August 2021. Find out how it affects UCITS and Alternative Investment Funds (AIFs) in different jurisdictions across Europe.

If you want to start eliminating the need to manually key client information and with it streamline your financial planning process, here are a few steps you can take with CashCalc.

FE fundinfo's 2021 Financial Adviser Survey reveals how advisers are investing in technology to meet the challenges and opportunities emerging through the Covid-19 pandemic

After 18 years at the helm, longstanding managing editor of industry leading Australian publications Money Management and Super Review, Mike Taylor, hands over the reigns to Jassmyn Goh.

In a year of extreme volatility, find out which fund managers have been nominated for a 2021 Alpha Manager Award

CashCalc founder, Ray Adams, shares a personal message regarding the reason why we are joining the FE fundinfo family.

With reports emerging that the deadline for UCITS KIID exemption may be pushed back to June 2022, Regulations Manager Mikkel Bates looks at some of the outstanding questions.