News

When the Taskforce on Climate-related Financial Disclosure (TCFD) was set up in 2015, it was charged with coming up with guidance on how to assess the risks associated with climate change on companies.

As the morning coffee was being poured, discussions on an important topic were getting underway.

Increasingly, advisers are partnering with specialist investors to complement their process and help deliver better advice outcomes for their clients - but why?

The EU hasn’t exactly covered itself in glory when it comes to setting out clear sustainability disclosure rules or even getting those rules out in the right order.

Are you in the midst of evaluating solutions to transform and automate your fund fact sheet production process?

Learn how FE fundinfo’s Dissemination solution enables timely fund data distribution to all relevant distributors, investors and platforms around the world.

In an era marked by rapid advancements and changes in consumer expectations, the need for a comprehensive framework that balances consumer rights and economic growth has taken centre stage.

There are more and more model portfolio services now on the market. With so many solutions to choose from, it can be difficult to know where to begin when comparing your options.

Explore FE fundinfo’s technology led regulatory reporting solution for the scalable and automated production of PRIIPs Key Information Documents (KIDs) and prepare for changes to come.

Tim Goodhind, Chief Revenue Officer at FE fundinfo, explains the motivation behind enhancing our existing capability to verify and report on distributed fund data.

The Taskforce on Climate-related Financial Disclosures (TCFD) sits at the heart of the ISSB Standards. Discover how Asset Managers can comply with TCFD and position themselves favourably ahead of the ISSB regulatory requirements coming in 2024.

Learn how FE fundinfo’s SFDR Reporting solution will support Fund Managers to comply with the new rules on disclosure for sustainable investment funds.

Whilst investing in portfolios often means investing for long-term returns, this can sometimes conflict with an investor’s current situation. Can you complete the financial advice puzzle without portfolios of different term-lengths available to you?

Three reasons why fund managers need full control and a trustworthy solution when it comes to the distribution of full portfolio holdings.

Morningstar’s new Medalist Rating is now available in FE Analytics for better strategic evaluation of a fund’s performance.

The last two years have been dominated by inflation and rising interest rates. Whilst this has challenged the performance of some asset classes, both dividends and bond yields are higher, which makes the case for high yielding investments compelling.

FE fundinfo's Regulatory Manager, Mikkel Bates, gives his thoughts on the first major milestone for large asset managers’ mandatory TCFD-aligned reporting in the UK.

Our newest enhancements to FE CashCalc allow advisers to input additional questions within the Fact Find templates. These enhancements were built directly based on adviser feedback, ensuring that we are always improving the tool to best support you and your clients.

Providing suitable retirement advice has never been harder for financial advisers.

We are pleased to announce new Value for Money functionality in FE Analytics that will support advisers in meeting the Consumer Duty 'Price and Value' outcome. This includes Assessment of Value documents and new Value for Money data fields located in a fund's factsheet.