News

Seeking and obtaining permission to promote a foreign domiciled fund to retail investors is increasingly difficult to achieve in a post-Brexit world as assets managers can no longer rely on the UCITS directive.

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.

FE fundinfo has successfully completed its transition to, and the production and dissemination of, the revised Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in time for the European deadline of 1 January 2023.

FE fundinfo, the global leader in investment fund data and technology, has signed-up over 75 managed portfolio providers to its MPS Directory.

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.

The collaboration will give MSCI’s ESG and Climate clients the ability to pair FE fundinfo’s whole of market EET data with MSCI’s ESG Fund Ratings dataset, creating a comprehensive view of funds from across the market.

At the end of September, the European investments regulator ESMA published its final report on “guidelines on certain aspects of the MiFID II suitability requirements”.

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.

Everything you need to know about EPT (European PRIIPs Template) and the transition to Version 2.0 (V2.0) and Version 2.1 (V2.1)

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

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

The Luxembourg-based fund registration and regulatory services provider

As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.

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.

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.

On 27 July 2022, the FCA published the long awaited Policy Statement PS 22/9 on the Consumer Duty. Regulations Manager Mikkel Bates shares his views on the final guidance.

Recent market turbulence has meant some significant shifts in fortune for many funds in the latest FE fundinfo Crown rating rebalance with a high number of rising and falling funds.