News

Sixty of the best active fund managers will go head-to-head in May to compete for one of the prestigious Alpha Manager Awards.

FE fundinfo – the global leader in investment fund data and technology – issued its response to the Chancellor’s 2023 Spring Budget focusing on the implications it will have on retirees following the changes to the pensions tax allowance as well as the lack of mentions of sustainability.

It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.

FE fundinfo has successfully completed its transition to, and the production and dissemination of, the revised Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in time for the European deadline of 1 January 2023.

FE fundinfo, the global leader in investment fund data and technology, has signed-up over 75 managed portfolio providers to its MPS Directory.

The collaboration will give MSCI’s ESG and Climate clients the ability to pair FE fundinfo’s whole of market EET data with MSCI’s ESG Fund Ratings dataset, creating a comprehensive view of funds from across the market.

Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges. Find out how you can do this with the FE Analytics Reduction in Yield Calculator.

The Luxembourg-based fund registration and regulatory services provider

To support you in making an investment decision aligned with your clients’ objectives and values, we've added the first set of ESG Ratings into FE Analytics.

We aim to enable financial advisers to assess the ESG performance of funds, at the point of investment research, to help support an investment decision aligned to their clients' objectives and values.

On 27 July 2022, the FCA published the long awaited Policy Statement PS 22/9 on the Consumer Duty. Regulations Manager Mikkel Bates shares his views on the final guidance.

Recent market turbulence has meant some significant shifts in fortune for many funds in the latest FE fundinfo Crown rating rebalance with a high number of rising and falling funds.

So far, FE fundinfo has collected and ingested ESG data from over 157 fund groups covering 72,000 ISINs which is estimated to be over half of the whole market.

Leading global fund data provider and technology company FE fundinfo has become a member of Spainsif, the Spanish socially responsible investing (SRI) organisation.

threesixty compliance services have assessed the FE Investments Decumulation proposition to review the standard of retirement solution offered, and look at how it can best fit into an adviser's 'at retirement' client offering.

ESG continues to capture the imagination, but what is holding financial advisers back from promoting it to their clients?

Martin Neason, FE fundinfo’s Market Specialist Executive (Global Funds Registration) guides you through our new European Facilities Service

FE fundinfo's Regulatory Manager Mikkel Bates breaks down what UK asset managers need to do to ensure compliance, touching upon the impending deadlines and how to overcome challenges related to compliance.

A celebratory mood at London's Banking Hall sees GAM Investment's Anthony Smouha named Alpha Manager of the Year

With rising costs of living, retirees will need a different approach to retirement. Is now the right time for advisers to discuss increasing risk levels?