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News

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.

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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
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
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?
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?
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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White Paper on Assessment of Value Reporting
24 April 2020
White Paper on Assessment of Value Reporting

This FE fundinfo white paper will address some of the common questions that we have seen in the market regarding Assessment of Value (AoV) reporting, what it means for Authorised Fund Managers (AFMs) and how they have responded.

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The evolution of EMT (FAQ)
23 April 2020
The evolution of EMT (FAQ)

Everything you need to know about EMT (European MiFID Template) and the transition to Version 3

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Combatting the vendor management challenge
17 April 2020
Combatting the vendor management challenge

Is your organisation resource-intensive or resource-effective? The vendor management challenge facing fund managers is an unintended consequence of the continuous onslaught of regulatory change in fund management.

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Track your market position with data-backed insights
14 April 2020
Track your market position with data-backed insights

You don’t need to be reminded that we’re currently operating in an unprecedented global environment. The current situation seems surreal and unpredictable. We hear the word ‘corona’ ten times more than we do ‘Brexit’ now.

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

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Regulatory requirements for Fund Managers on the increase in Asia
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.

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The timing of changes to PRIIPs KIDs?
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.

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Ten fund managers join FE fundinfo’s Alpha Manager ‘Hall of Fame’
16 March 2020
Ten fund managers join FE fundinfo’s Alpha Manager ‘Hall of Fame’

Fund managers from some of the UK’s leading groups have been added to the coveted 2020 Alpha Manager Hall of Fame, an elite list of fund managers recognised by global fund data and technology provider, FE fundinfo.

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Actionable Insights from Fund Data
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.

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