News

FE fundinfo, a global leader of fund information, technology and services, has announced the acquisition of French-based firm Adjuto, helping to demonstrate its commitment to enhancing fee and distribution channel management solutions.

FE fundinfo, a global leader in investment fund data and technology, has appointed Liam Healy as its Chief Executive Officer, effective 4 September 2023.

FE fundinfo has released data showcasing the best performing funds and sectors for the first half of 2023.

Funds that are utilising a value style of investment are outperforming those that don’t in the latest FE fundinfo Crowns rebalance.

Almost half a million hours, costing more than £70m, in wasted financial adviser time during 2022 could now be put to better use, stats show following the latest FE fundinfo integration.

An initiative to help streamline the rebate management process and reduce administrative burden for asset managers is being launched by FE fundinfo, the global fund data and technology company.

The integration launch of two of FE fundinfo’s key products – FE CashCalc and FE Analytics – will save hours of wasted time for financial advisers during the financial planning process.

A change in the way financial advisers think about risk can lead to better outcomes for those in or approaching retirement.

Wellington Management’s John Boselli has won FE fundinfo’s coveted 2023 ‘Alpha Manager of the Year Award’ which celebrates the best performing active fund manager in the investment industry.

Financial advisers have significantly increased their focus on sustainable and responsible funds since the Covid-19 pandemic, leading industry statistics from FE fundinfo has shown.

Six active fund managers have joined FE fundinfo’s coveted ‘Hall of Fame’ list for the first time in 2023, which recognises those managers who have been ‘Alpha-rated’ over a period of seven years.

A survey by FE fundinfo has found that 90% of financial advisers believe integrations between software providers are important to their financial planning process.

Investments in European equities have been the top performers over the winter months – against the backdrop of the cost-of-living and winter fuel crisis – according to leading industry statistics from FE fundinfo.

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.