News

FE fundinfo appoints Sebastian Brinkmann as part of its growing ESG offering.

With markets continuing to show volatility, find out which funds have been added and removed to FE Investments' Approved List by our Analysts and Portfolio Managers

9 months ahead of the UCITS exemption deadline, fund groups are calling on policymakers to rethink their stance on not including past performance on a PRIIPs KID

With less than 9 months until the deadline, many fund groups remain unprepared to meet their compliance obligations, with data and policy disagreements seen as the biggest barriers

With SFDR being implemented across Europe, FE fundinfo's Oliver Oehri explains what sustainable investing means

With the Level 1 regulation for SFDR coming into effect on 10 March, we take a look at what the regulation means for fund managers

With 2020 providing a year of unprecedented volatility, find out which Fund Managers have made the coveted 2021 Alpha Manager list

Aegon, FundsNetwork and Old Mutual Wealth become the latest platforms to offer FE Investments' risk-targeted portfolios.

European Supervisory Authorities (ESAs) finally approve the regulatory technical standards for PRIIPs KIDs on 3 February 2021

Agreement is finally reached by the last remaining ESA, but how welcome will EIOPA's adoption of the RTS for PRIIPs Regulation be among fund groups?

Financial services were almost completely excluded from the Trade and Cooperation Agreement between the UK and the EU that was finalised on 24 December 2020. However, there are some specific elements that affect the legal structure and marketing of UK and EU investment funds now.

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

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.

FE fundinfo acquires ESG data and reporting consultancy CSSP to enhance ESG solutions

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.

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.

Rishi Sunak's new Financial Services Bill sets the tone for PRIIPs/UCITS reporting in 2021

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.

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.

We outline the basic differences between PRIIPs KIDs and UCITS KIIDs from the underlying regulation, disclosure requirements and what they set out to achieve.