News

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.

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.

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.