News

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.

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.

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.

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.

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.

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

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.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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