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Gain greater insights into a fund’s ESG performance with our new ESG Ratings from ISS in FE Analytics.
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At our recent adviser events, we explored the approaches advisers can take to discover their clients' sustainability values and implement a sustainable investment proposition.
With FE CashCalc, you can conduct straight-through processing to Fundment's investment platform. But what are the benefits of straight-through processing to a platform?
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We are therefore delighted to introduce the first set of ESG Ratings into FE Analytics, designed to give you an indication of the ESG performance of funds and more.
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There has been some debate about the effectiveness and use of fund ratings; with a 2016 Financial Conduct Authority (FCA) review suggesting that perhaps too much emphasis is placed on them. However, the latest Schroders Adviser Survey in December 2017 demonstrated their importance with just over 70% of advisers surveyed using ratings or a ratings agency[1] as part of their fund selection process.
Over recent years, various pieces of European wide regulation impacting asset managers have come into force causing waves of change throughout the industry.
Almost all asset managers working with FE’s Regulatory Data Services to disseminate MiFID data to distributors such as platforms, have met the January deadline imposed by regulators.
We asked Martin about the challenges of cross-border funds’ registrations, Europe’s regulatory landscape , and the impact that Brexit may have on FE’s clients.
The day has now arrived and KIDs are required for sales of all PRIIPs to retail customers. Many of those involved to date may finally be exhaling after holding their breath for the last few months ahead of the deadline over the festive period. But don’t think it’s all over just yet!
As 2017 draws to a close, FE takes a look at the funds that have piqued adviser interest and those which have fallen out of favour on FE Analytics, the leading investment research and analysis tool.
As the industry counts down to PRIIPs and MiFID II in days, rather than weeks or months, FE recaps some of the last minute items on firms’ ‘to do lists’ this side of Christmas, and lays out all the important regulatory dates for your diaries in 2018.
Now December is upon us, we are counting down to PRIIPs and MiFID II in days, rather than weeks or months.
Nine new questions are included in the latest version of the PRIIPs Q&As, published on 20 November, including a new section with a couple of questions on Multi-Option Products (MOPs). While some of the new questions are just clarifications of details, others show that some pretty significant issues are still being raised, this close to the deadline.