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News

FE fundinfo signs ESG data agreement with MSCI
12 July 2021
FE fundinfo signs ESG data agreement with MSCI

Today we are announcing a new ESG data agreement that will see MSCI's ESG ratings incorporated into FE Analytics, Trustnet and fundinfo.com

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Assessment of Value reporting - improvements needed
09 July 2021
Assessment of Value reporting - improvements needed

With the FCA publishing its first review into Assessment of Value Reports, our Regulations Manager Mikkel Bates takes a look at the finer details

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The FCA's consultation on TCFD reporting
06 July 2021
The FCA's consultation on TCFD reporting

The FCA has published its promised consultation paper on TCFD which provided some interesting details for asset managers, life insurers and regulated pension providers.

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ESG – Investors setting the pace for change
24 June 2021
ESG – Investors setting the pace for change

Why ESG is one of the only changes in the financial services industry where consumer demand is setting the pace ahead of regulation.

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The UK’s proposed regulatory reforms on MiFID II and PRIIPs
23 June 2021
The UK’s proposed regulatory reforms on MiFID II and PRIIPs

A new report proposing changes to transparency disclosure rules could have an impact on PRIIPs. Mikkel Bates takes a look at what these changes could mean for asset managers

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The European ESG Template (EET) – what is it all about?
17 June 2021
The European ESG Template (EET) – what is it all about?

FinDatEx has started work on an ambitious and challenging project, the European ESG Template, or EET, with a target date of 1 January 2022; that is when the Regulatory Technical Standards (RTS) for the SFDR start to take effect across the EEA. Let FE fundinfo's Regulatory Manager Mikkel Bates provide you with more insights on this topic.

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FE fundinfo reveals 2021 Alpha Manager winners
16 June 2021
FE fundinfo reveals 2021 Alpha Manager winners

With 13 awards on offer, find out who has been named a 'Guardian of Fund Management' at the 2021 Alpha Manager Awards

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The changing world of ESG investing
11 June 2021
The changing world of ESG investing

Oliver Oehri, FE fundinfo's Co-head of the ESG product group takes a look at some of the emerging trends in ESG investing and tackles some of the myths and perceptions.

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Eco–labels – opening the door to more divergence across the ESG reporting landscape?
08 June 2021
Eco–labels – opening the door to more divergence across the ESG reporting landscape?

Are Eco-labels opening the door to more divergence across the ESG reporting landscape? Eco-labels are distinct and separate from the recently introduced disclosures under the Sustainable Finance Disclosure Regulation (SFDR) and are awarded to funds as a validation of their ESG credentials. Learn more about Eco-labels and how FE fundinfo guides managers through the process of applying for them.

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UK UCITS given KIID extension
03 June 2021
UK UCITS given KIID extension

Confirmation at last that HM Treasury is extending the UCITS KIID exemption, but how will the divergence impact on fund groups?

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The European Cross-border Distribution Framework
25 May 2021
The European Cross-border Distribution Framework

The EU Directive 2019/1160, better known as: “the EU cross-border distribution of collective investment undertakings legislative package” comes into effect 2 August 2021. Find out how it affects UCITS and Alternative Investment Funds (AIFs) in different jurisdictions across Europe.

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2021 Alpha Manager nominees revealed
20 May 2021
2021 Alpha Manager nominees revealed

In a year of extreme volatility, find out which fund managers have been nominated for a 2021 Alpha Manager Award

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Will the UCITS KIID exemption be extended?
18 May 2021
Will the UCITS KIID exemption be extended?

With reports emerging that the deadline for UCITS KIID exemption may be pushed back to June 2022, Regulations Manager Mikkel Bates looks at some of the outstanding questions.

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Building your digital brand in the global funds industry
17 May 2021
Building your digital brand in the global funds industry

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.

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FE fundinfo acquires CashCalc
13 May 2021
FE fundinfo acquires CashCalc

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.

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FE fundinfo publishes 2021 Adviser Survey
07 May 2021
FE fundinfo publishes 2021 Adviser Survey

With 2020 proving to be a year of turmoil in the markets, FE fundinfo's 2021 Financial Adviser Survey reveals how advisers have thrived and grown

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FE Investments removes VAT as AUM reaches £4bn
04 May 2021
FE Investments removes VAT as AUM reaches £4bn

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

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Fundinfo.com and etfinfo.com available in six new countries
27 April 2021
Fundinfo.com and etfinfo.com available in six new countries

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

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Sustainability disclosure – is all of Europe in it together?
27 April 2021
Sustainability disclosure – is all of Europe in it together?

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.

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Spotlight on the fund management industry in Hong Kong
26 April 2021
Spotlight on the fund management industry in Hong Kong

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.

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