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News

Interconnectivity – a competitive advantage now, a necessity for survival tomorrow
Diana Mampell
25 September 2020
Interconnectivity – a competitive advantage now, a necessity for survival tomorrow

The financial services industry has not been immune to technological advances though it has been slower to catch up, particularly in fund management. These days, all financial services businesses should be focused on their place within the industry and how they are connected to other companies.

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Brexit impact for UK asset managers marketing in the EU
Martin Neason
03 September 2020
Brexit impact for UK asset managers marketing in the EU

As the end of the Brexit transition period draws near, we have summarised the confirmed positions of EU27 regulators and the impact they will have on the promotion and marketing of UK funds in mainland Europe.

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FE Investments reaches £3bn AUM
17 August 2020
FE Investments reaches £3bn AUM

Since launching in 2012 FE Investments, the investments arm of FE fundinfo has gone from strength to strength and now has more than £3bn in AUM

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The more is published about them, the less clear the outlook becomes for PRIIPs and UCITS
Mikkel Bates
03 August 2020
The more is published about them, the less clear the outlook becomes for PRIIPs and UCITS

Having flagged it up in its written statement in June, HM Treasury published a short update at the end of July on what it plans to do with the PRIIPs Regulation in the UK after the end of the transition period. The document flags three intended changes...

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When is a PRIIPs RTS not a PRIIPs RTS?
Mikkel Bates
30 July 2020
When is a PRIIPs RTS not a PRIIPs RTS?

The objective of the PRIIPs KID has always been laudable – give retail investors a standardised pre-sale disclosure document that is clear, understandable and not misleading and that helps them compare products that aim to help them achieve similar goals but which are structured differently.

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2020 Alpha Manager Award Winners revealed
30 July 2020
2020 Alpha Manager Award Winners revealed

Find out which fund managers won in the 2020 Alpha Manager Awards

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2020 Alpha Manager nominees revealed
23 July 2020
2020 Alpha Manager nominees revealed

Find out which managers beat the markets in 2019 to become this year's Alpha Managers

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FE fundinfo publishes latest Crown ratings
20 July 2020
FE fundinfo publishes latest Crown ratings

Find out which funds have been awarded a prestigious 5-Crown rating in FE fundinfo's latest rebalance

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20/20 Vision: Will active managers turn the tide?
Louise Yoo
20 July 2020
20/20 Vision: Will active managers turn the tide?

Changes in market volatility have been aggressive and intense this year. The economic impact of Covid-19 was evident as the market dipped lower than its previous record in 2008. Whilst the favour towards passive investments is growing rapidly and appears to be a longer term trend, now is the time to turn to active management and for active managers to prove their worth.

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Video: Regulation Roundup July 2020
Mikkel Bates
09 July 2020
Video: Regulation Roundup July 2020

Mikkel Bates, Regulatory Manager at FE fundinfo, provides a quick tour of what's happening in the world of fund regulation covering UCITS, PRIIPs, ESG and Brexit.

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Video: Fund Dashboard Launch with Square Mile
01 July 2020
Video: Fund Dashboard Launch with Square Mile

Watch the launch of our Fund Dashboard in partnership with Square Mile - An innovate new way to view key fund information, supporting financial advisers with fund selection.

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How will Covid-19 change the funds industry?
30 June 2020
How will Covid-19 change the funds industry?

With Covid-19 forcing many to work from home, how will the funds industry adapt its processes and data management?

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New and exciting enhancements coming to fundinfo.com
26 June 2020
New and exciting enhancements coming to fundinfo.com

Based on your feedback, we will be adding some exciting new features and services on fundinfo.com, which will become available in July including a new lead generation button.

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Cross-border marketing: Managing a lack of harmonisation
Louise Yoo
11 June 2020
Cross-border marketing: Managing a lack of harmonisation

Despite the passporting features of EU regulation, it seems fund managers are still finding it difficult to circumvent the apparent inconsistencies in how EU Member States apply directives relating to the cross-border fund registration, distribution and marketing of funds.

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50 providers now on FE fundinfo's MPS Directory
08 June 2020
50 providers now on FE fundinfo's MPS Directory

Since launching five years ago, the MPS Directory has gone from strength to strength

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Video: Monitoring SRRI and updating UCITS KIIDs
Mikkel Bates
08 June 2020
Video: Monitoring SRRI and updating UCITS KIIDs

In the eight years since the introduction of UCITS KIIDs, the Covid-19 pandemic is presenting the first real test where the markets are experiencing sustained periods of volatility.

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Digital Impact - is your business already Millennial-proof?
Diana Mampell
05 June 2020
Digital Impact - is your business already Millennial-proof?

To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.

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The rise in 3rd party investment propositions – a prevailing trend
22 May 2020
The rise in 3rd party investment propositions – a prevailing trend

Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.

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Battle Royal or Just a Misunderstanding over PRIIPs Past Performance?
Mikkel Bates
05 May 2020
Battle Royal or Just a Misunderstanding over PRIIPs Past Performance?

Mikkel Bates, Regulatory Manager of FE fundinfo, on the growing chasm between the regulators and Better Finance (a European body representing savers and investors), and the European Commission and MEPs on the most heavily criticised section of KIDs - performance ratios.

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Key insights from the FE fundinfo Financial Adviser Survey 2020
27 April 2020
Key insights from the FE fundinfo Financial Adviser Survey 2020

The 2020 FE fundinfo Financial Adviser survey is now in its 5th year running. Between the months of November and December 2019 (before the Covid-19 pandemic), we asked 271 financial advisers about their 2020 outlook.

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