News

Sixty of the best active fund managers will go head-to-head in May to compete for one of the prestigious Alpha Manager Awards.

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.

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.

Addressing the confusion in the market on the new version of PRIIPs KID

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.