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Gain greater insights into a fund’s ESG performance with our new ESG Ratings from ISS in FE Analytics.
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FE fundinfo – the global leader in in fund information, technology and services – has appointed Diana Eadington as its new Chief Marketing Officer.
The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their whole career history, allowing you to instantly identify those managers who have consistently outperformed benchmarks and their peer group over time.
Almost 20 fund managers have been handed their first FE fundinfo Alpha Manager rating this year.
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The latest Crowns rebalance – which takes place twice a year in January and July – revealed a noteworthy outperformance of value style funds across all equity markets.
Discover how the Financial Advice Hub can help you meet the FCA’s Consumer Understanding and Support outcomes and provide a seamless and engaging advice experience for your clients.
Within financial services, a duty is bestowed upon those who guide the financial destinies of individuals and families. This duty is encapsulated in the fourth – and final – pillar of Consumer Duty.
It’s only been a handful of months since the requirements of Consumer Duty came into full force and in an ever-evolving landscape of financial advice, the values and meanings behind the new regulations are not only more prominent than ever before, but arguably, more important.
Discover how the FE fundinfo Financial Advice Hub can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.
FE Investments is revolutionising the way financial advisers operate, offering cutting-edge solutions to streamline their processes and enhance client outcomes.
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In today's complex financial landscape, consumers rely heavily on financial advisers to navigate the intricate web of investment options, retirement planning, and wealth management.
In recent years, Environmental, Social, and Governance (ESG) investing has taken centre stage in the world of finance.
Data supplied by FE fundinfo, a global leader of fund information, technology and services has highlighted which sectors and funds have been this summer’s winners and losers.
Our newest enhancements in FE CashCalc allow you to further personalise the fact find template, send documents to your clients for completion ahead of annual review meetings, and add a pension commencement lump sum allowance into the gross cashflow modeller for your at-retirement clients.
Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.
Increasingly, advisers are partnering with specialist investors to complement their process and help deliver better advice outcomes for their clients - but why?
FE fundinfo, a global leader of fund information, technology and services, has announced the acquisition of French-based firm Adjuto, helping to demonstrate its commitment to enhancing fee and distribution channel management solutions.