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We’re delighted to introduce the initial integration between FE CashCalc and FE Analytics, which will grant those who have a licence to both access to even more functionality.
How advisers can match the needs of their business and clients to technology and what innovations in financial services technology and integrations could change the advice process for the better.
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Download our 2022 ESG Whitepaper for an in-depth exploration of the growth and evolution of ESG investing.
We are therefore delighted to introduce the first set of ESG Ratings into FE Analytics, designed to give you an indication of the ESG performance of funds and more.
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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.
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.
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.
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.
Three reasons why fund managers need full control and a trustworthy solution when it comes to the distribution of full portfolio holdings.
FE fundinfo, a global leader in investment fund data and technology, has appointed Liam Healy as its Chief Executive Officer, effective 4 September 2023.
Morningstar’s new Medalist Rating is now available in FE Analytics for better strategic evaluation of a fund’s performance.
FE fundinfo has released data showcasing the best performing funds and sectors for the first half of 2023.
Funds that are utilising a value style of investment are outperforming those that don’t in the latest FE fundinfo Crowns rebalance.
In the fast-paced and ever-evolving world of asset management, maximising returns and future-proofing the back and middle office is crucial for all investment firms’ success.
FE fundinfo Regulatory Manager, Mikkel Bates discusses the FCA’s Consumer Duty, how it differs from the ‘Treating Customers Fairly’ principle and how it is definitely not business as usual for Asset Managers.
Major news for the funds industry came out of Europe last month (May) when three fund markets were added to the European Fund Classification (EFC) system.
An initiative to help streamline the rebate management process and reduce administrative burden for asset managers is being launched by FE fundinfo, the global fund data and technology company.
As part of its Retail Investment Strategy (RIS), the European Commission adopted proposals late last month for an omnibus directive to update UCITS, AIFMD, Solvency II, MiFID II and the IDD, and a regulation to “modernise” the PRIIPs KID with targeted changes, rather than a wholesale revamp.