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News

Eight new funds added to FE Investments Approved List
06 April 2021
Eight new funds added to FE Investments Approved List

With markets continuing to show volatility, find out which funds have been added and removed to FE Investments' Approved List by our Analysts and Portfolio Managers

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Fund groups urge policy makers to include past performance on PRIIPs KIDs
31 March 2021
Fund groups urge policy makers to include past performance on PRIIPs KIDs

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

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Fund groups not ready to meet PRIIPs Regulation deadline
18 March 2021
Fund groups not ready to meet PRIIPs Regulation deadline

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

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What does Sustainable Investing mean?
10 March 2021
What does Sustainable Investing mean?

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

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Deadline approaching for SFDR
07 March 2021
Deadline approaching for SFDR

With the Level 1 regulation for SFDR coming into effect on 10 March, we take a look at what the regulation means for fund managers

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2021 FE fundinfo Alpha Managers revealed
15 February 2021
2021 FE fundinfo Alpha Managers revealed

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

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Three more platforms to offer FE Investments’ portfolios
09 February 2021
Three more platforms to offer FE Investments’ portfolios

Aegon, FundsNetwork and Old Mutual Wealth become the latest platforms to offer FE Investments' risk-targeted portfolios.

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Is the end really in sight for UCITS KIIDs?
08 February 2021
Is the end really in sight for UCITS KIIDs?

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

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EIOPA agreement unlikely to spell the end for PRIIPs Regulation controversy
04 February 2021
EIOPA agreement unlikely to spell the end for PRIIPs Regulation controversy

Agreement is finally reached by the last remaining ESA, but how welcome will EIOPA's adoption of the RTS for PRIIPs Regulation be among fund groups?

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Brexit and the investment fund industry
27 January 2021
Brexit and the investment fund industry

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.

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Ethical & sustainable funds outperform in latest Crown Ratings
25 January 2021
Ethical & sustainable funds outperform in latest Crown Ratings

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

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The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999
08 January 2021
The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999

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.

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FE fundinfo boosts ESG offering with CSSP acquisition
News
07 January 2021
FE fundinfo boosts ESG offering with CSSP acquisition

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

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Spotlight on the Spanish fund market
07 December 2020
Spotlight on the Spanish fund market

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.

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2021 Global Fund Management Regulatory Outlook
30 November 2020
2021 Global Fund Management Regulatory Outlook

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.

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UK Government makes PRIIPs preferences known
19 November 2020
UK Government makes PRIIPs preferences known

Rishi Sunak's new Financial Services Bill sets the tone for PRIIPs/UCITS reporting in 2021

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Reconnecting, remarketing & retargeting - Mergers & Acquisitions in asset management
05 November 2020
Reconnecting, remarketing & retargeting - Mergers & Acquisitions in asset management

It’s not a revolutionary move when a business participates in a merger or company acquisition. With the aim of strengthening their distribution reach and growing AUM, we see market movements like this in the fund management industry regularly.

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Spotlight on the Italian Fund Market
26 October 2020
Spotlight on the Italian Fund Market

Italy is becoming an increasingly attractive market for both Italian and non-Italian investors alike and is a growing area of interest for all aspects of the fund ecosystem, from fund managers, to distributors, to intermediaries and the end investor. Find out more about the current situation and challenges of the Italian fund market.

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Back to basics: PRIIPs KIDs vs UCITS KIIDs
06 October 2020
Back to basics: PRIIPs KIDs vs UCITS KIIDs

We outline the basic differences between PRIIPs KIDs and UCITS KIIDs from the underlying regulation, disclosure requirements and what they set out to achieve.

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The European product family has another KID on the way
28 September 2020
The European product family has another KID on the way

Following the publication in 2019 of the Pan-European Personal Pension (PEPP) Regulation, the European pensions regulator, EIOPA, recently issued draft regulatory technical standards (RTS) setting out the instructions for a PEPP key information document (KID).

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