FE fundinfo
FE Analytics FE Investments Client Portal Data Partner Portal Dissemination Portal
Trustnet Investegate fundinfo etfinfo
Australia France Germany Hong Kong S.A.R. Italy Luxembourg Singapore Spain Switzerland United Kingdom
Fund Managers Fund Distributors Insurance Companies MPS Providers Financial Advisers Just browsing


News

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

Read more
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.

Read more
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

Read more
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.

Read more
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.

Read more
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

Read more
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.

Read more
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.

Read more
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.

Read more
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).

Read more
Interconnectivity – a competitive advantage now, a necessity for survival tomorrow
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.

Read more
Brexit impact for UK asset managers marketing in the EU
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.

Read more
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

Read more
The more is published about them, the less clear the outlook becomes for PRIIPs and UCITS
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...

Read more
When is a PRIIPs RTS not a PRIIPs RTS?
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.

Read more
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

Read more
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

Read more
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

Read more
20/20 Vision: Will active managers turn the tide?
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.

Read more
Video: Regulation Roundup July 2020
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.

Read more