News

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.

Since the EU’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, we have had some significant updates, including confirmation from the European Commission that Article 9 funds should only invest in sustainable assets and an amended Taxonomy that now includes natural gas and nuclear power, with the consequent changes to disclosure templates less than two months after coming in.

In recent years, it’s become commonplace for extra scrutiny to be given to the impact that fund managers make through their investment practices.

Global leader in investment fund data and technology FE fundinfo has appointed Juan Lopez-Valcarcel as its new interim Chief Operating Officer.

FE fundinfo – the global leader in investment fund data and technology – has appointed Jens Olivarius as its new Chief Marketing Officer.

A new strategic partnership between two leading fund data and technology companies aims to modernise the exchange of data between asset managers and their clients, particularly large wealth managers and institutional investors.

Last year saw its fair share of regulatory upheaval, with seismic changes felt by all aspects of the financial services food chain.

Almost 30 fund managers have been handed their first FE fundinfo Alpha Manager rating this year.

Less than a year after issuing Version 1.0 of the European ESG Template (EET), the industry-driven body FinDatEx has published both Version 1.1 and Version 1.1.1.

Seeking and obtaining permission to promote a foreign domiciled fund to retail investors is increasingly difficult to achieve in a post-Brexit world as assets managers can no longer rely on the UCITS directive.

FE fundinfo, the global leader in the provision of regulatory and investor reporting solutions for the funds industry, 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.

To promote sustainable financial investments, the Swiss Federal Council launched the Swiss Climate Scores in June this year. Does this represent a step forward or does it simply mean more work for fund managers?