News

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.

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.

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.

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

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.

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.

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

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.

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.

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.

With the coronavirus pandemic taking hold of the world and world news headlines, what do you do when your portfolio has fallen by over 10% since the start of the year? What do the regulators expect you to do?

A high sustainability rating might suggest a fund is doing all the right things in respect of its environmental, social and governance obligations - but is it ethical?

Is how you manage data the key to unlocking a new competitive edge?

Over the past few months we’ve been giving parts of FE Analytics a bit of a makeover and are pleased to announce that the start of this new look will be rolled out to users throughout March and April.

With the start of a new decade, 55 fund managers have become ‘Alpha Managers’ in 2020.

The Italian Ministry of Economy and Finance (MEF) has ruled that UK regulated companies will be allowed to continue operating within Italy at least until the end of 2020.

Martin Neason, Head of GFR - Business Development at FE fundinfo, breaks down the "known knowns" and "known unknowns" of cross border fund distribution in 2020

Regulatory changes are seemingly constant and imminent in today's global fund management landscape. We've highlighted the key regulatory changes impacting fund managers in the UK.

Funds being promoted in Switzerland will face several revised regulation requirements from 1st January 2020.

EU-registered funds held in Individual Savings Accounts (ISAs) and Child Trust Funds (CTFs) face the prospect of disqualification from these vehicles, unless they sign-up to the FCA’s Temporary Permissions Regime (TPR) by 30th October.