Our resources hub contains the latest insights from our fund industry experts and thought leaders. Here you can access our latest reports, white papers, regulation guides, company updates and videos, covering every area of the investment industry.
Looking ahead - The growth and evolution of ESG investing
In this whitepaper, we explore the next steps of ESG’s journey into the mainstream, including advances made in regulation and data provision, where the gaps still lie, and how companies, fund providers and investors can avoid the dangers of greenwashing.
Global Fund Management Regulatory Outlook 2023
A Closer Look and Preparing for PRIIPs Regulation
The PRIIPs Regulations have had a long and complicated route to implementation. But with the EU pressing on with its introduction and the UK likely to follow suit in some form or another, our white paper takes a closer look at the regulations that are likely to shake up the funds industry.
Building Better Advice
With advisers capitalising on the opportunities offered by new technology, ESG investing and growing flexibility in retirement solutions, our 2022 Financial Adviser Survey provides a unique insight into how advisers are responding to the post-pandemic world.
Thriving Through Turmoil
A year of unprecedented change saw many advisers having to adapt quickly to new challenges and opportunities. Our 2021 Financial Adviser Survey reveals how advisers tackled a new business landscape, the growth in ESG investing, changing retirement strategies and a new regulatory environment.
Surfing the Wave
Despite rising costs and increasing regulatory pressures, our 2020 Financial Adviser Survey identifies the key trends impacting advice businesses. Be it the burgeoning opportunities of ESG investing, or greater use of outsourcing, find out how advisers are surfing the waves of new opportunities.
FE Analytics Training Pathway
Discover our video training series designed to show you the key features of FE Analytics and how to use them.
FE CashCalc Training Pathway
Watch our FE CashCalc video training series and learn how to get the most from its range of powerful tools.
Getting The Most From The MPS Directory
From data at holdings level to generating charts, tables and portfolio scans, find out how advisers are using FE fundinfo’s MPS Directory to support their businesses.
Watch and learn more about our Financial Advice Hub with a range of how-to, best practice and expert insight videos.
FE Analytics Tips: Custom Portfolio Report
A step by step guide on building your own custom report template.
Introduction to FE Investments
An award winning manged portfolio service.
What is Cashflow Planning?
Learn about the various methods to plan for your future.
Latest insights from FE fundinfo
Learn more about how the combination of FE fundinfo’s investment fund data with Matter’s rich sustainability insights will bring multifaceted transparency to fund-level information for investors, distributors and platform providers.
FE fundinfo’s ESG Strategic Sales Manager, Gianina Thalmann, discusses the similarities and differences between TCFD and SFDR disclosure requirements and uncovers the challenges that Asset Managers currently face.