News

08 June 2021

Eco–labels – opening the door to more divergence across the ESG reporting landscape?

Are Eco-labels opening the door to more divergence across the ESG reporting landscape? Eco-labels are distinct and separate from the recently introduced disclosures under the Sustainable Finance Disclosure Regulation (SFDR) and are awarded to funds as a validation of their ESG credentials. Learn more about Eco-labels and how FE fundinfo guides managers through the process of applying for them.

18 May 2021

Will the UCITS KIID exemption be extended?

With reports emerging that the deadline for UCITS KIID exemption may be pushed back to June 2022, Regulations Manager Mikkel Bates looks at some of the outstanding questions.

17 May 2021

Building your digital brand in the global funds industry

In a highly competitive market, how can fund groups stand out from the crowd and build their digital brand? In our second seminar from our Better Connected conference, industry experts offer their advice.

27 April 2021

Sustainability disclosure – is all of Europe in it together?

Mikkel Bates, Regulatory Manager, dives into country specific approaches to the Sustainable Finance Disclosure Regulation (SFDR) and whether there is a greater need for consistency across borders. France and Germany currently lead the way in setting higher standards, with France recently introducing legal sanctions against greenwashing.

26 April 2021

Spotlight on the fund management industry in Hong Kong

Hong Kong’s fund management industry is changing. Alongside global macroeconomic uncertainty, the region is facing local challenges such as increased competition, rising compliance costs and downward pressure on fees. We spoke to Jeff Floro, our Head of Asia Sales in Hong Kong to find out more about the challenges and opportunities they face.

16 April 2021

What's next for fund regulation and data exchange?

FE fundinfo's first ever client conference takes a deeper look at the regulatory landscape for the year ahead and how to manage and maintain data growth

27 January 2021

Brexit and the investment fund industry

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.

08 January 2021

The biggest changes to Global Investment Performance Standards (GIPS®) since their launch in 1999

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.

28 September 2020

The European product family has another KID on the way

Following the publication in 2019 of the Pan-European Personal Pension (PEPP) Regulation, the European pensions regulator, EIOPA, recently issued draft regulatory technical standards (RTS) setting out the instructions for a PEPP key information document (KID).

25 September 2020

Interconnectivity – a competitive advantage now, a necessity for survival tomorrow

The financial services industry has not been immune to technological advances though it has been slower to catch up, particularly in fund management. These days, all financial services businesses should be focused on their place within the industry and how they are connected to other companies.

09 July 2020

Video: Regulation Roundup July 2020

Mikkel Bates, Regulatory Manager at FE fundinfo, provides a quick tour of what's happening in the world of fund regulation covering UCITS, PRIIPs, ESG and Brexit.

05 June 2020

Digital Impact - is your business already Millennial-proof?

To win over and accommodate millennials, wealth management firms and fund managers need to run to keep up in order to adapt not only their product ranges and advisory approaches, but also their marketing methods and business models – while staying at the forefront of technology. Learn more how FE fundinfo can help Fund Distributors and Fund Managers build innovative websites and fund centres with state of the art Digital Solutions.

25 February 2020

FE Analytics is evolving

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.

20 September 2018

DC Workplace Pension Template (DCPT) Q&A with FE regulatory consultant, Mikkel Bates

We spoke to Mikkel to get all the necessary information on the DCPT - from what it entails to how fund groups are going about populating the template.

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.