News

20 August 2019

How do you demonstrate to clients that you are making the best decisions on their behalf?

Whether you build portfolios or use third party models, the Dynamic Portfolio Tool (DPT) on FE Analytics can evaluate and display the historic performance of a portfolio and mark key switch points.

06 August 2019

The UK’s fastest growing DFM on platform now available on 7IM

Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

06 August 2019

Will PS18/8 see the end of the “ACD beauty pageant?”

With a recent article in the Financial Times (paywall), the debate around the management of the Woodford Equity Income Fund has broadened out to include the actions of the Authorised Corporate Director (ACD), a role very few outside the industry know anything about, but one that is very important nonetheless.

31 July 2019

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.

29 July 2019

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.

23 July 2019

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.

14 June 2019

Are you up to date with the FCA’s PS19/4?

The FCA published Policy Statement PS19/4 in February with further remedies for UK Authorised Fund Managers (AFMs) as a follow-up to its Asset Management Market Study (AMMS).

17 May 2019

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.

30 April 2019

Are active managers pulling their weight?

Financial experts have long debated whether investors should go down the active or the passive route when it comes to selecting their investments.

29 April 2019

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.

24 April 2019

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.

23 April 2019

Advisers Slow to Adopt MIFID II Rules, FE Research Finds

FE’s latest survey of UK advisers finds that the industry is adapting gradually towards the changing regulatory landscape, rather than adopting new rules such as MIFID II immediately.

18 April 2019

Greater clarity on assessing a PRIIP’s Recommended Holding Period

The Joint Committee of the three European regulators responsible for PRIIPs has just updated its Q&As and includes a detailed answer on how to arrive at the Recommended Holding Period (RHP) of a PRIIP.

09 April 2019

MiFID II, EMT and target market

It goes without saying that investments should only be recommended to, or included in discretionary portfolios of, clients whose needs, characteristics and objectives they meet.

08 April 2019

FE ranked at number 43 in The Sunday Times BDO Profit Track 100

FE has been ranked number 43 in the annual Sunday Times BDO Profit Track 100, which was published in the Business section of The Sunday Times on 7 April 2019.

05 April 2019

Can cash be used as a diversifier?

A recent study by Ben Carlson showed “the only one of the [US-based] three major asset classes that’s up this year is actually cash”. Carlson has found out that “it’s only happened 10 times in 92 years”.

27 March 2019

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.

25 March 2019

61 managers make it into the 2019 FE Hall of Fame

FE announced today that 61 fund managers have made it into the 2019 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha Manager rated over the last seven years.

18 March 2019

Top FCA Findings following the launch of MiFID II

Following the launch of MiFID II, the FCA recently carried out a review of MiFID authorised firms* to gauge how firms are complying with the new rules and what challenges they have faced.

11 March 2019

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.