News

The Luxembourg-based fund registration and regulatory services provider

As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.

The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.

On 27 July 2022, the FCA published the long awaited Policy Statement PS 22/9 on the Consumer Duty. Regulations Manager Mikkel Bates shares his views on the final guidance.

Recent market turbulence has meant some significant shifts in fortune for many funds in the latest FE fundinfo Crown rating rebalance with a high number of rising and falling funds.

So far, FE fundinfo has collected and ingested ESG data from over 157 fund groups covering 72,000 ISINs which is estimated to be over half of the whole market.

Between 1 January 2023 and 31 December 2026, UCITS in the EU will need to produce PRIIPs KIDs, while those in the UK will continue to produce UCITS KIIDs.

France’s financial regulator, the AMF, is reported to have announced that it is postponing the incoming requirement under MiFID II and the Insurance Distribution Directive (IDD) for advisers to ask their clients about any sustainability preferences when assessing suitability.

Leading global fund data provider and technology company FE fundinfo has become a member of Spainsif, the Spanish socially responsible investing (SRI) organisation.

ESG continues to capture the imagination, but what is holding financial advisers back from promoting it to their clients?

Findings from FE fundinfo’s 2022 Adviser Survey highlight the accelerated use of technology amongst financial advisers, but what does this mean for Fund Managers?

Martin Neason, FE fundinfo’s Market Specialist Executive (Global Funds Registration) guides you through our new European Facilities Service

FE fundinfo's Regulatory Manager Mikkel Bates breaks down what UK asset managers need to do to ensure compliance, touching upon the impending deadlines and how to overcome challenges related to compliance.

Here we take a closer look at the patchwork of discrepancies arising in the EU since the implementation of the CBDF

Regulatory Manager, Mikkel Bates, outlines recent changes to PRIIPs and UCITS and explores the UK's divergence from the EU.

FE fundinfo today announces it has acquired Funds360, the French fund data & solutions provider based in Fontainebleau and Paris, from Euronext.

Mikkel Bates, Regulatory Manager at FE fundinfo outlines the changes to UK PRIIPs published by the FCA Friday, 25th March 2022.

Seven active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2022, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.

Discover what changes have been made with the introduction of EPT v2 and how fund groups should prepare for the transition from v1 to v2

David Bower, FE fundinfo's Head of Business Development (Institutional Sales) gives his view on how the European asset management industry fared during the pandemic