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News

AIC calls for KIDs to be suspended
13 September 2018
AIC calls for KIDs to be suspended

On 11 September, the Association of Investment Companies (AIC) published a report detailing the extent of misleading output, particularly in the risk and reward sections, of PRIIPs KIDs.

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A golden opportunity to stand out from the crowd
17 August 2018
A golden opportunity to stand out from the crowd

Risk has never been a bigger issue for financial advisers. Not only do today’s financial advisers need to correctly assess clients’ attitude to risk and map it across to suitable portfolios – they also need to become risk management experts and ensure regulatory compliance. This blog will look at the issues raised in FE’s latest annual adviser survey, ‘Adviser business models - What lies beneath?’

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UK Equities most researched funds amid Brexit uncertainty and threat of ‘no deal’
10 August 2018
UK Equities most researched funds amid Brexit uncertainty and threat of ‘no deal’

With a ‘no deal’ Brexit looking to be a strong possibility, investors are likely feeling anxious about how to position their portfolios. In light of this, we have used FE’s unique Market Intel (MI) tool to see which Investment Association (IA) funds and sectors advisers have been researching recently, as well as the period leading up to the referendum and the two years since (July 2015 to July 2018).

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Interest rate rise should not deter investors from UK Gilts
02 August 2018
Interest rate rise should not deter investors from UK Gilts

Bond markets had been patient in anticipation of the Bank of England’s Monetary Policy Committee decision today to raise the benchmark interest rate by 0.25 percentage points to 0.75 per cent. A decision that has seemed increasingly predictable given that the probability of an interest rate hike had moved to 90 per cent over the summer.

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Advisers turn away from the UK amid uncertainty
19 July 2018
Advisers turn away from the UK amid uncertainty

This year’s FE Adviser Survey (Adviser Business Models – what lies beneath) looked at how advisers are managing their investment processes, to discover areas for improvement and to highlight best practice. Here, we look at one part of that process specifically – investment choices and which sectors advisers have increased their exposure to.

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IBIPs and the Insurance Distribution Directive (IDD)
20 June 2018
IBIPs and the Insurance Distribution Directive (IDD)

The IDD requires greater product governance by manufacturers and distributors, including identification of the target market, and disclosure to customers of product features and costs and charges. For those familiar with MiFID II, this will ring bells. Indeed, in terms of disclosure and product governance, the IDD is effectively MiFID II for life products.

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An update on European TLAs and UK FLAs for regulatory reporting
20 June 2018
An update on European TLAs and UK FLAs for regulatory reporting

Back in what now feels almost like pre-history, the European Working Group (EWG) came together to provide a standardised reporting template to deliver the data from asset managers to insurance companies for their Solvency II reporting and the Tri-Partite Template (TPT) was born.

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Asset Management Market Study (AMMS) Policy Statement and further Consultation Paper and an Occasional Paper on fund charges disclosure
20 June 2018
Asset Management Market Study (AMMS) Policy Statement and further Consultation Paper and an Occasional Paper on fund charges disclosure

The FCA has had a busy time so far in April, with the publication of, among other things, Policy Statement PS18/8 on final AMMS remedies, Consultation Paper CP18/9 on further proposed AMMS remedies and Occasional Paper 32 on the disclosure of fund charges.

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The clamour for changes to PRIIPs KIDs is too loud to ignore
20 June 2018
The clamour for changes to PRIIPs KIDs is too loud to ignore

Nobody denies the value of a short document with key information for investors before they commit to a fund or product. But criticism of the calculations used in PRIIPs KIDs has been pretty constant since even before they hit the streets in January and has hopefully reached a level that can’t be ignored by the European Commission or the European Supervisory Authorities (ESAs).

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Europe excluding UK dominates both football pundits’ and investors’ list of favourites heading into the World Cup
20 June 2018
Europe excluding UK dominates both football pundits’ and investors’ list of favourites heading into the World Cup

With the World Cup underway, pundits have been tipping many European teams such as Germany, Belgium, France and Spain as favourites, whilst expectations for the UK’s only qualifier - England – are much more modest. Here, we take a look at how this dominance of European teams mirrors the current investment landscape.

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FE's World Cup Starting Line Up
18 June 2018
FE's World Cup Starting Line Up

With the World Cup beginning last week, football fans will have been putting together their dream teams, made up of the top players participating in this year’s tournament. Inspired by this, FE’s research team has put together their dream team of funds based on the FE Invest Approved List. They’ve opted for an attacking 4-3-3 formation, consisting of a goalkeeper, four defenders, 3 midfielders and 3 attackers.

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The impact of millennials on the asset management industry
05 June 2018
The impact of millennials on the asset management industry

The world nowadays is divided into generations that have grown up in completely different circumstances and which therefore have very different outlooks on the world. The generation made up of those born between 1980 and 1995 have come to be known as millennials, and while older generations may look down on them and say how “things were better in my day”, its undeniable that millennials and their views are shaping the future.

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Europe back from the brink: The tide is turning after a decade of crisis
16 May 2018
Europe back from the brink: The tide is turning after a decade of crisis

It has been a tough decade for Europe on both the political and economic fronts. The global financial crisis and European debt crisis had significant knock on effects for the countries in Europe and political events such as the Brexit vote in 2016 led to uncertainty in the area. However, Europe is starting to prosper again. Let’s take a look at how/why money has flowed towards Europe recently.

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Client communication aspects of recent regulatory updates: What’s next and what we should keep an eye out for later this year
14 March 2018
Client communication aspects of recent regulatory updates: What’s next and what we should keep an eye out for later this year

Pre-sale Key Information Documents (KIDs) are now required for all Packaged Retail and Insurance-based Investment Products (PRIIPs) that don’t publish UCITS KIIDs. Following heavy criticism about misleading performance scenarios, the FCA says firms can now produce “explanatory materials to put the calculation in context”.

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MiFID II Customer Communication: What happens post Brexit?
14 March 2018
MiFID II Customer Communication: What happens post Brexit?

The recent European Commission Notice to Stakeholders on MiFID opened with talk about “the considerable uncertainties in…the content of a possible withdrawal agreement” and said the requirements on UK firms are “subject to any transitional arrangement that may be contained in a possible withdrawal agreement."

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The Importance of Fund Ratings as Part of an Adviser’s Investment Process
07 March 2018
The Importance of Fund Ratings as Part of an Adviser’s Investment Process

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.

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The Impact of Regulation on Document Production for Asset Managers
25 January 2018
The Impact of Regulation on Document Production for Asset Managers

Over recent years, various pieces of European wide regulation impacting asset managers have come into force causing waves of change throughout the industry.

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FE Ensures Asset Managers Deliver on January MiFID And PRIIPs Data Commitments
16 January 2018
FE Ensures Asset Managers Deliver on January MiFID And PRIIPs Data Commitments

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.

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Q&A with FE Global Funds Registration Director, Martin Neason
08 January 2018
Q&A with FE Global Funds Registration Director, Martin Neason

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.

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What next for PRIIPs KIDs?
02 January 2018
What next for PRIIPs KIDs?

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!

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