ESG: New updates and developments within FE Analytics
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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.
Regulatory pressure, coupled with the rise in inflation and the cost-of-living crisis, is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?
The Spring Budget announced by the Chancellor brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.
It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.
Many traditional approaches to retirement planning do not involve a centralised retirement proposition and are much less likely to account for those new risks seen in decumulation, such as sequencing risk, meaning clients run a greater risk of not achieving their retirement goals.
Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.
The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.