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News

FCA issues Feedback Statement on its PRIIPs Call for Input
07 March 2019
FCA issues Feedback Statement on its PRIIPs Call for Input

Despite a lack of ability to do much at a local level about PRIIPs, the FCA issued a Call for Input (CfI) last year to ask for industry views on issues such as the scope of the PRIIPs Regulation and the calculation and presentation of risks, returns and costs on a KID.

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FE Unveils the Alpha Managers Of 2019
18 February 2019
FE Unveils the Alpha Managers Of 2019

There has been a big churn of talent in the 2019 FE Alpha Manager rebalance, with 54 managers joining the ranks and 52 losing their FE Alpha Manager title.

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FE Wins 'Best Model Portfolio Service' at Professional Adviser awards 2019
11 February 2019
FE Wins 'Best Model Portfolio Service' at Professional Adviser awards 2019

FE is delighted to have won the award for 'Best Model Portfolio Service' at the Professional Adviser Awards 2019, held last Thursday 7th February.

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FE AFI panellists hike risk and cut exposure to UK in latest rebalance
04 February 2019
FE AFI panellists hike risk and cut exposure to UK in latest rebalance

The 19 financial advisers and wealth managers on the FE Adviser Fund Index (AFI) panel[1] have hiked risk across all three indices in this month’s bi-annual rebalancing by increasing exposure to global and emerging market equities, whilst trimming UK positions.

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Keeping Up with the Digital Revolution: Your Reputation is on the Line!
31 January 2019
Keeping Up with the Digital Revolution: Your Reputation is on the Line!

It is becoming more and more evident that the wealth and asset management industry is going through a digital transformation. Changing technology is making space for a new breed of digital competitors with innovative solutions aiming to disrupt the industry.

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FE Invest: Our 5 key investment decisions in 2018
29 January 2019
FE Invest: Our 5 key investment decisions in 2018

At FE Invest, our investment philosophy is built around managing and adjusting risk to deliver optimal returns for clients. Below we look at 5 key investment successes our robust methodology has offered in 2018.

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UK Gilts lead the field in latest FE Passive Crown rebalance
29 January 2019
UK Gilts lead the field in latest FE Passive Crown rebalance

FE today announced that UK Gilts topped the sector charts in the latest FE Passive Crown Ratings rebalance with 38% of funds achieving the maximum five FE Passive Crown Rating. Following closely behind were Property (30%), North American Equities (29%) and Emerging Markets Equities funds (29%), whilst no Sterling Corporate Bond funds achieved the top accolade for a third rebalance in a row.

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ESMA consulting on sustainability risks in product governance and suitability
23 January 2019
ESMA consulting on sustainability risks in product governance and suitability

While much attention since MiFID II came into force a year ago has been on cost disclosure, the European regulator ESMA has published two consultation papers (CPs) on integrating sustainability risks and factors in MiFID II, tightening up on suitability of advice, and in UCITS and AIFMD, incorporating them in product governance.

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Shake up of top groups in latest FE Crown Ratings rebalance
21 January 2019
Shake up of top groups in latest FE Crown Ratings rebalance

FE’s latest bi-annual Crown Fund Ratings rebalance[1] has awarded 336 funds with the highly-prized 5 FE Crowns, of which 16 are newcomers and 51 have jumped two or more FE Crowns to achieve the top accolade.

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FCA’s Temporary Permissions Regime opens for business
14 January 2019
FCA’s Temporary Permissions Regime opens for business

Following its CP18/29 at the end of last year, the FCA has now opened its doors to firms and funds from Europe to register their intention to apply for full UK authorisation following Brexit.

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New Year's Resolutions
28 December 2018
New Year's Resolutions

For many, the New Year is a time for change, a time to rid yourself of the previous year’s sins and a time to pick up some good, new habits. Charles Younes, research manager at FE, shares his thoughts on three investment habits to pick up and fads to avoid in 2019

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Fundsmith Equity most researched fund in 2018
21 December 2018
Fundsmith Equity most researched fund in 2018

As 2018 draws to a close, we delve into FE’s leading investment research and analysis tool, FE Analytics, to take a look at the funds that have attracted the most adviser interest this year.

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The funds that have piqued adviser interest in 2018
20 December 2018
The funds that have piqued adviser interest in 2018

2018 is drawing to a close so now is time to take a look back at the year gone by to see what facts and figures have emerged. In order for asset managers to better connect with advisers and understand their investment decisions, it’s crucial that we look at how advisers are behaving and why that may be.

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12 ways FE helped Advisers in 2018
20 December 2018
12 ways FE helped Advisers in 2018

As everybody is getting into the festive spirit – we thought we’d use the 12 Days of Christmas song as inspiration to look at 12 ways FE has helped Advisers this year.  So why not grab a mince pie and scroll through our year in review...

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Thematic Funds Added to the FE Invest Approved List for the First Time
11 December 2018
Thematic Funds Added to the FE Invest Approved List for the First Time

The FE Invest Approved List has been expanded with the addition of 12 thematic funds covering seven sectors; financials, energy, commodities, consumer, technology, infrastructure and healthcare.

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Q&A with FE fundinfo Head of Data Rob Botha
07 December 2018
Q&A with FE fundinfo Head of Data Rob Botha

We asked Rob Botha, Head of Data at FE fundinfo, how we helped the European Fund and Asset Management Association (EFAMA) to boost transparency.

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

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

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FE joins forces with fundinfo and F2C following Hg investment
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.

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

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