News

In a highly competitive market, how can fund groups stand out from the crowd and build their digital brand? In our second seminar from our Better Connected conference, industry experts offer their advice.

Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.

With assets under management now exceeding £4bn, FE Investments has reduced its charges on its portfolio ranges by removing VAT

Mikkel Bates, Regulatory Manager, dives into country specific approaches to the Sustainable Finance Disclosure Regulation (SFDR) and whether there is a greater need for consistency across borders. France and Germany currently lead the way in setting higher standards, with France recently introducing legal sanctions against greenwashing.

Investors in Cyprus, the Czech Republic, Greece, Hungary, Iceland and Malta can now access two market leading data platforms

Hong Kong’s fund management industry is changing. Alongside global macroeconomic uncertainty, the region is facing local challenges such as increased competition, rising compliance costs and downward pressure on fees. We spoke to Jeff Floro, our Head of Asia Sales in Hong Kong to find out more about the challenges and opportunities they face.

Find out which have been the UK's most consistent active fund managers during an unprecedented year for the investment industry.

FE fundinfo's first ever client conference takes a deeper look at the regulatory landscape for the year ahead and how to manage and maintain data growth

9 months ahead of the UCITS exemption deadline, fund groups are calling on policymakers to rethink their stance on not including past performance on a PRIIPs KID

With less than 9 months until the deadline, many fund groups remain unprepared to meet their compliance obligations, with data and policy disagreements seen as the biggest barriers

With a whole host of ESG labels to choose from in the market, FE Investments launches a range of reports designed to appeal to end investors and what they care about

With SFDR being implemented across Europe, FE fundinfo's Oliver Oehri explains what sustainable investing means

With 2020 providing a year of unprecedented volatility, find out which Fund Managers have made the coveted 2021 Alpha Manager list

European Supervisory Authorities (ESAs) finally approve the regulatory technical standards for PRIIPs KIDs on 3 February 2021

Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.

In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the big winners in the latest Crowns Rebalance

The first set of voluntary Global Investment Performance Standards (GIPS) was introduced in 1999 by the CFA Institute. They have previously been updated in 2005 and 2010, while the latest update in 2020 is the most significant to date.

FE fundinfo acquires ESG data and reporting consultancy CSSP to enhance ESG solutions

Spain is becoming an increasingly attractive market for both Spanish and non-Spanish investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and to the end investor.

Mikkel Bates, Regulatory Manager at FE fundinfo, reflects on the regulations that did and did not go to plan this year in light of the global pandemic, and how the fund management industry is placed to face new regulatory changes in 2021.