News

European Supervisory Authorities (ESAs) finally approve the regulatory technical standards for PRIIPs KIDs on 3 February 2021

Agreement is finally reached by the last remaining ESA, but how welcome will EIOPA's adoption of the RTS for PRIIPs Regulation be among fund groups?

Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.

In this article we outline how the upcoming regulatory changes will impact your advice process and highlight the key issues you’ll need to consider when preparing for them. FOR ADVISER USE ONLY.

With a 55% increase in the use of FE Analytics during the market downturn of February and March, it’s clear that Financial Advisers are relying on and trusting our services. Below are eight ways that we helped Financial Advisers in 2020. FOR ADVISER USE ONLY.

In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the big winners in the latest Crowns Rebalance

The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.

FE fundinfo acquires ESG data and reporting consultancy CSSP to enhance ESG solutions

In this post we look back at the five key investment decisions we made in 2020. FOR ADVISER USE ONLY.

Spain is becoming an increasingly attractive market for both Spanish and non-Spanish investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and to the end investor.

The debate over whether active is better than passive investing is an old one, with views firmly embedded on both sides. In this article we take a fresh look at the debate and consider whether a ‘hybrid’ strategy could provide a more suitable alternative. FOR ADVISER USE ONLY.

Mikkel Bates, Regulatory Manager at FE fundinfo, reflects on the regulations that did and did not go to plan this year in light of the global pandemic, and how the fund management industry is placed to face new regulatory changes in 2021.

This week marked the third anniversary of FE Investments’ Responsibly Managed Portfolios. Launched in 2017 when ESG solutions from discretionary managed portfolio providers were in their infancy, the range is designed to offer a pragmatic balance between managing risk and returns, while investing for good. FOR ADVISER USE ONLY

Rishi Sunak's new Financial Services Bill sets the tone for PRIIPs/UCITS reporting in 2021

The Agent as Client debate has been a hot topic for much of 2020 but many financial advisers are still unsure if they need to review the way they operate with their Discretionary Fund Manager partners. ADVISER USE ONLY

It’s not a revolutionary move when a business participates in a merger or company acquisition. With the aim of strengthening their distribution reach and growing AUM, we see market movements like this in the fund management industry regularly.

Today we appoint Tim Goodhind as our new CRO; a year on from launching as FE fundinfo

Selecting your client’s investments is just the beginning of your work as their adviser. Arguably, the greater and more time-consuming part of the process is in the monitoring and review of their portfolios to ensure they are progressing towards their chosen financial goals.

Italy is becoming an increasingly attractive market for both Italian and non-Italian investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and the end investor. Find out more about the current situation and challenges of the Italian fund market.

With the market responding turbulently to the current covid-19 pandemic and political climate, being able to actively monitor funds with up-to-date data is vital.