News

02 April 2020

FCA temporarily eases burden of MifID II “10% rule” reporting

In a follow-up to our earlier blog questioning the reason for discretionary managers to report immediately to clients whose portfolios have lost 10% of their value since the last regular quarterly valuation

31 March 2020

Regulatory requirements for Fund Managers on the increase in Asia

To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.

30 March 2020

The timing of changes to PRIIPs KIDs?

The European securities regulator ESMA has delayed the deadline for responses to its consultation on technical standards on the provision of investment services and activities by third-country firms by four weeks from the end of March to 28 April.

12 March 2020

Actionable Insights from Fund Data

The world is now flooded with data. According to a study by the International Data Corporation (IDC), this year, the world is set to generate 50 times more data than we’ve had in the last decade.

04 March 2020

What is the point of the MiFID II “10% fall” disclosure?

With the coronavirus pandemic taking hold of the world and world news headlines, what do you do when your portfolio has fallen by over 10% since the start of the year? What do the regulators expect you to do?

03 March 2020

Sustainable Investment is not the same as Ethical Investment

A high sustainability rating might suggest a fund is doing all the right things in respect of its environmental, social and governance obligations - but is it ethical?

03 March 2020

Achieving the impossible - Building a golden source of truth

Is how you manage data the key to unlocking a new competitive edge?

25 February 2020

FE Analytics is evolving

Over the past few months we’ve been giving parts of FE Analytics a bit of a makeover and are pleased to announce that the start of this new look will be rolled out to users throughout March and April.

18 February 2020

2020 FE fundinfo Alpha Managers revealed

With the start of a new decade, 55 fund managers have become ‘Alpha Managers’ in 2020.

12 February 2020

Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020

The Italian Ministry of Economy and Finance (MEF) has ruled that UK regulated companies will be allowed to continue operating within Italy at least until the end of 2020.

28 January 2020

The changing landscape of fund distribution in 2020

Martin Neason, Head of GFR - Business Development at FE fundinfo, breaks down the "known knowns" and "known unknowns" of cross border fund distribution in 2020

27 January 2020

Thirteen new funds awarded highest 5-Crown rating

The IA Sterling Strategic Bond and IA Europe Including UK sectors have topped the sector charts in the latest Crowns Rebalance, which are awarded by leading global fund data and technology provider, FE fundinfo.

07 January 2020

2020 UK Fund Management Regulatory Outlook

Regulatory changes are seemingly constant and imminent in today's global fund management landscape. We've highlighted the key regulatory changes impacting fund managers in the UK.

01 January 2020

Funds face 1st January 2020 Swiss regulation deadline

Funds being promoted in Switzerland will face several revised regulation requirements from 1st January 2020.

12 November 2019

European regulators consult on PRIIPs KID contents

On 16 October, the Joint Committee of European Securities Authorities (ESAs) published consultation paper JC-2019-63 on amendments to the Regulatory Technical Standards, EU/2017/653, that set out the contents of PRIIPs KIDs.

09 October 2019

European funds given ‘no deal’ Brexit ISA and CTF warning

EU-registered funds held in Individual Savings Accounts (ISAs) and Child Trust Funds (CTFs) face the prospect of disqualification from these vehicles, unless they sign-up to the FCA’s Temporary Permissions Regime (TPR) by 30th October.

04 September 2019

Luxembourg regulator issues Brexit reminders to UK investment firms

UK fund providers will have until 15th September 2019 to submit a ‘Brexit licence’ to the Luxembourg regulator to continue trading in the jurisdiction.

06 August 2019

Will PS18/8 see the end of the “ACD beauty pageant?”

With a recent article in the Financial Times (paywall), the debate around the management of the Woodford Equity Income Fund has broadened out to include the actions of the Authorised Corporate Director (ACD), a role very few outside the industry know anything about, but one that is very important nonetheless.

31 July 2019

European MiFID Template v3 - A work in progress

The European MiFID Template (EMT) has been used to transfer target market and costs and charges data from fund groups to distributors since January 2018. Having gone through a few iterations during development, the original version has not changed since it came into use over 18 months ago.

23 July 2019

Preparing for Assessment of Value reports

The outcomes from the FCA’s Asset Management Market Study (AMMS) are changing the ways fund groups work and even the way they are structured, all in the name of acting in investors’ best interests and delivering better outcomes for them.