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.

Wellington Management’s John Boselli has won FE fundinfo’s coveted 2023 ‘Alpha Manager of the Year Award’ which celebrates the best performing active fund manager in the investment industry.

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.

Six active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2023, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.

In July 2022, the Financial Conduct Authority (FCA) set out the final rules and guidance for a new Consumer Duty; forming the cornerstone of its three-year strategy and a key element of its work to set and test higher standards.

For many years, firms have relied heavily on vast data warehouses. But how can they reach the fabled Holy Grail of gaining deeper data insight as well as better operational outcomes?

Investments in European equities have been the top performers over the winter months – against the backdrop of the cost-of-living and winter fuel crisis – according to leading industry statistics from FE fundinfo.

In order to reduce greenhouse gas emissions to net zero by 2050, Switzerland has decided on self-regulation with the Swiss Climate Scores.

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.

FE fundinfo – the global leader in investment fund data and technology – issued its response to the Chancellor’s 2023 Spring Budget focusing on the implications it will have on retirees following the changes to the pensions tax allowance as well as the lack of mentions of sustainability.

Trustnet have introduced new filters allowing users to filter by SFDR Article 6, 8 and 9.

Global leader in investment fund data and technology FE fundinfo has appointed Juan Lopez-Valcarcel as its new interim Chief Operating Officer.

Any replacement to the Packaged Retail and Insurance-Based Investment Products (PRIIPs) regulations can only be effective when retail investors actually read them, FE fundinfo – the global leader in investment fund data and technology – has stated in its response to HM Treasury’s consultation.

FE fundinfo – the global leader in investment fund data and technology – has appointed Jens Olivarius as its new Chief Marketing Officer.

A new strategic partnership between two leading fund data and technology companies aims to modernise the exchange of data between asset managers and their clients, particularly large wealth managers and institutional investors.

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

Almost 30 fund managers have been handed their first FE fundinfo Alpha Manager rating this year.

Less than a year after issuing Version 1.0 of the European ESG Template (EET), the industry-driven body FinDatEx has published both Version 1.1 and Version 1.1.1.

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.