News

The importance of ESG data in the financial industry has become increasingly high in recent years. This is strongly driven by global standards like TCFD, TNFD, or regulations like the European Union’s Sustainable Financial Disclosure Regulation, or the Sustainability Disclosure Requirements in the UK.

Even more ESG-related information and functionality has been added into FE Analytics, each designed to help ensure you have easy access to decision-useful information and can make an investment decision better aligned with your clients' objectives and values.

Financial advisers have significantly increased their focus on sustainable and responsible funds since the Covid-19 pandemic, leading industry statistics from FE fundinfo has shown.

Since the EU’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, we have had some significant updates, including confirmation from the European Commission that Article 9 funds should only invest in sustainable assets and an amended Taxonomy that now includes natural gas and nuclear power, with the consequent changes to disclosure templates less than two months after coming in.

In recent years, it’s become commonplace for extra scrutiny to be given to the impact that fund managers make through their investment practices.

Last year saw its fair share of regulatory upheaval, with seismic changes felt by all aspects of the financial services food chain.

Don't be blindsided by what's around the corner. Find out what's in store for fund regulations in asset management and fund distribution in 2023 across Europe, the United Kingdom, Asia and Australia.

Constant regulatory change and ever-stricter obligations on product providers and advisers has become a way of life, but the current rate of change is almost unprecedented, certainly since the introduction of RDR.

To promote sustainable financial investments, the Swiss Federal Council launched the Swiss Climate Scores in June this year. Does this represent a step forward or does it simply mean more work for fund managers?

At the turn of the year, the technical regulatory standards for the SFDR Regulation will come into force. What this means for fund companies is explained by regulatory specialist Mikkel Bates from FE Fundinfo.

EET data is now available on fundinfo.com, FE fundinfo's leading international platform for fund information and mandatory publications of investment funds. Investors can freely access the new EET section on the fund detail page, available for funds in 22 fund markets.

The FCA’s published its consultation paper on Sustainable Disclosure Requirements on 25 October, a few months later than initially planned. FE fundinfo’s Regulation Manager, Mikkel Bates takes a closer look - read more on the proposed rules focussed on protecting consumers from greenwashing and rebuilding trust.

FE fundinfo Regulatory Manager, Mikkel Bates discusses the latest updates to ESG regulations in the EU and UK, how these will impact fund managers and how disclosure requirements aim to combat greenwashing.

Access and view additional ESG-related data, which will help you evaluate and better understand the ESG credentials of a particular fund.

Gain an initial understanding of your clients' attitude towards sustainability within their everyday life using our Sustainable Investing Questionnaire (SIQ).

The regulations governing how advisers must treat ESG investments are seeing considerable change and should be kept in mind to provide better outcomes for clients.

To support you in making an investment decision aligned with your clients’ objectives and values, we've added the first set of ESG Ratings into FE Analytics.

We aim to enable financial advisers to assess the ESG performance of funds, at the point of investment research, to help support an investment decision aligned to their clients' objectives and values.

The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.

So far, FE fundinfo has collected and ingested ESG data from over 157 fund groups covering 72,000 ISINs which is estimated to be over half of the whole market.