News

Find out which managers beat the markets in 2019 to become this year's Alpha Managers

Choosing a Discretionary Fund Manager to outsource to requires appropriate due diligence and strategic alignment between them and your business. FOR ADVISER USE ONLY

Watch the launch of our Fund Dashboard in partnership with Square Mile - An innovate new way to view key fund information, supporting financial advisers with fund selection.

With Covid-19 forcing many to work from home, how will the funds industry adapt its processes and data management?

Based on your feedback, we will be adding some exciting new features and services on fundinfo.com, which will become available in July including a new lead generation button.

With the FCA confirming the appointment of a new Chief Executive, FE fundinfo urges action on fund equivalence

Fund managers from some of the UK’s leading groups have been added to the coveted 2020 Alpha Manager Hall of Fame, an elite list of fund managers recognised by global fund data and technology provider, FE fundinfo.

Despite the passporting features of EU regulation, it seems fund managers are still finding it difficult to circumvent the apparent inconsistencies in how EU Member States apply directives relating to the cross-border fund registration, distribution and marketing of funds.

With Covid-19 causing volatility in the markets, research from FE fundinfo reveals many share classes will have to update their KIIDs imminently

Since launching five years ago, the MPS Directory has gone from strength to strength

In the eight years since the introduction of UCITS KIIDs, the Covid-19 pandemic is presenting the first real test where the markets are experiencing sustained periods of volatility.

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.

With markets moving dramatically within a single day, having access to up-to-date and reliable data is imperative so you always have an accurate picture on performance and can understand how your clients’ portfolios are affected.

Despite more model portfolio providers entering the market and the prediction of demand from advisers plateauing, it seems that the requirement for greater transparency of charges from MiFID II has accelerated the trend for investment outsourcing.

The 2020 Financial Adviser Survey reveals how retirement propositions are changing among advisers

Find out which funds have been added and which have been removed in FE Investments' latest Approved List rebalance

We know how important investment research and analysis is during this period of uncertainty. That’s why for the month of May 2020, we are offering firms with a full FE Analytics licence the chance to access our FE Analytics Training Academy ‘Modular Course + Certification Package’ for advisers, absolutely free of charge.

Mikkel Bates, Regulatory Manager of FE fundinfo, on the growing chasm between the regulators and Better Finance (a European body representing savers and investors), and the European Commission and MEPs on the most heavily criticised section of KIDs - performance ratios.

As it looks increasingly like we have now passed the peak of the coronavirus crisis in the UK, commentary has turned to what the potential economic fallout could look like. Nervous clients who stoically rode out the initial market falls may now be reconsidering their options. In this article we show how you can demonstrate sequencing risk through turbulent market conditions, in a visual way your clients can relate to.

The rapid economic slowdown and financial market correction has led to speculation about how long any recession will last and what shape the economic recovery will take. In this article we take a closer look at the likelihood of a V, U, L or W shaped recovery. FOR ADVISER USE ONLY.