News

06 December 2018

ESMA Securities and Markets Stakeholder Group (SMSG) responds to PRIIPs consultation paper

ESMA’s SMSG – its own panel of advisers, made up of industry participants, consumers and academics – has published its advice to ESMA on the proposals in the PRIIPs Consultation Paper, JC 2018 60, and it doesn’t pull any punches.

26 November 2018

Growing the pension pot during retirement: how do you combat these unique risks?

Retirement planning used to be simple, an investor had a long period of accumulation which ended up with the buying of an annuity at retirement which provided a guaranteed income until death. Pension freedoms changed everything as investors are now much likely to enter drawdown in retirement.

26 November 2018

FE joins forces with fundinfo and F2C following Hg investment

A new international force in investment data has been created after FE, the investment data, research and software provider, joined forces with fundinfo, a provider of services for asset managers and distributors in Europe and Asia, and F2C, the Luxembourg-based business which runs fund data management platform, publiFund.

22 November 2018

ECON calls for two-year extension to UCITS exemption from PRIIPs KIDs

In the middle of the European Supervisory Authorities’ (ESAs) consultation on PRIIPs KIDs, there was cross-party agreement in the European Parliament’s Economic and Monetary Affairs Committee (ECON) that the target date for UCITS to publish PRIIPs KIDs should be extended by two years, from December 2019 to 2021.

22 November 2018

First US fund added to FE Invest Responsibly Managed Approved List

A US fund Brown Advisory US Sustainable Growth has been added to the FE Invest Responsibly Managed Approved List for the first time at the latest rebalance. In total, seven funds have been added and two removed.

30 October 2018

The Volatile Funds Haunting Investors this Halloween

FE data reveals the 45 Investment Association (IA) funds that, over both one and three years, have given investors a fright by being the most volatile, with the added shock of delivering the worst performance figures.

29 October 2018

Sterling Bond Fund Shake Up Contributes to High Turnover of Funds in FE Invest Approved List

There has been a high turnover (21.5%) of funds in the latest FE Invest Approved List rebalance, with sterling bond funds seeing the biggest churn. The changes are intended to help investors protect capital from unpredictable markets and increase portfolio diversification.

19 October 2018

FE Helps EFAMA to Boost Number of Funds Categorised by the European Fund Classification (EFC)

FE, the leading investment ratings, research and data provider, announced today that it is providing The European Fund Categorization Forum (EFCF) – a Task Force of the European Fund and Asset Management Association (EFAMA) – with the Indicative Classification (IC) data for funds distributed in Germany and Switzerland.

18 October 2018

PRIIPs KIDs annual review

One of the few positive things that can be said about PRIIPs KIDs is that, unlike UCITS KIIDs, they don’t all need to be updated during the same short window at the start of every year. So PRIIPs providers can stagger their workload throughout the year, carrying out their annual reviews after their funds’ accounting dates, possibly.

09 October 2018

FE Launches Industry First Tool for Advisers to Access MiFID II Data and Calculate Pre-Sale Charges

FE, the leading investment ratings, research and data provider, announced today the launch of the FE Analytics+ Ex Ante Costs and Charges Calculator, an industry first tool that gives advisers a clear, transparent view of all the pre-sale (ex ante) charges they need to disclose to clients under the MiFID II regulation.

08 October 2018

Against the odds: funds that sailed through the last decade to top the charts

Lehman Brothers collapsed a decade ago. It was a key milestone in the global financial crisis, teaching investors a painful lesson that nothing is too big to fail. A lot has happened since then and anybody you ask will tell you it’s been a tough decade all round, both on political and economic fronts.

08 October 2018

IA North America funds dominate top performing funds list

With the third quarter of 2018 at an end, data from FE Analytics shows a dramatic change in the constituents of the top 50 best performing funds over the three quarters of 2018 to date, compared with the last three quarters of 2017.

04 October 2018

FE wins at Investment Week Investment Research Awards 2018

FE is delighted to have won the 'Best Fund Ratings and Research Service' and 'Best Investment Research Site' award at the Investment Week Investment Research Awards 2018 last night.

03 October 2018

Confusion over the demise of UCITS KIIDs and the future of PRIIPs KIDs

The European Supervisory Authorities (the ESAs, made up of ESMA, EBA and EIOPA), have published a series of letters between them and the European Commission (EC), over the proposed ending of the exemption for UCITS KIIDs at the end of 2019.

26 September 2018

FE wins at Schroders UK Platform Awards

FE is delighted to have won the 'Leading funds data provider' award at the 2018 Schroders UK Platform Awards last night.

20 September 2018

DC Workplace Pension Template (DCPT) Q&A with FE regulatory consultant, Mikkel Bates

We spoke to Mikkel to get all the necessary information on the DCPT - from what it entails to how fund groups are going about populating the template.

14 September 2018

10 Years On: Best Performing Sectors and Funds Since the Collapse of Lehman Brothers

Over the past decade, nine sectors achieved a first quartile performance ranking within the IA, four of which were smaller companies. IA Japanese Smaller Companies, IA North America Smaller Companies, IA UK Smaller Companies and IA European Smaller Companies were ranked second, third, fourth and sixth respectively.

13 September 2018

AIC calls for KIDs to be suspended

On 11 September, the Association of Investment Companies (AIC) published a report detailing the extent of misleading output, particularly in the risk and reward sections, of PRIIPs KIDs.

31 August 2018

Why is FE Invest the fastest growing DFM on platform?

FE’s discretionary model portfolio service was first launched on a single platform just over three years ago to offer Advisers a new breed of model portfolios; created jargon-free with a view to enhancing the Adviser – Investor relationship.

17 August 2018

A golden opportunity to stand out from the crowd

Risk has never been a bigger issue for financial advisers. Not only do today’s financial advisers need to correctly assess clients’ attitude to risk and map it across to suitable portfolios – they also need to become risk management experts and ensure regulatory compliance. This blog will look at the issues raised in FE’s latest annual adviser survey, ‘Adviser business models - What lies beneath?’