On-demand webinar: Demystifying fund data - Essential knowledge for adviser compliance and awareness
As a financial adviser, you need to have a clear understanding of the fund data that underpins your investment decisions and recommendations.
But how do you access, analyse and communicate this data effectively and efficiently? And how do you keep up with the evolving regulatory requirements and industry trends that affect fund data?
Access our on-demand webinar, where we demystify fund data and show you how FE fundinfo can help you effectively leverage it for your business needs.
You’ll learn:
- How we collect, validate and disseminate fund data through our channels such as FE Analytics, covering both MPS data and fund data.
- How we ensure our fund data reflects the latest compliance standards, such as MIFID, Consumer Duty, Sustainability Disclosure Requirements (SDR) and other regulatory documents.
- What insights our fund data can reveal about the industry - are MPS really on a continuous uphill trajectory, and what about the shift towards passive investments?
- How you can use FE Analytics to turn fund data into meaningful analysis, enrich your output with integrations, and create yearly client reviews.
Expert speakers:
- Birgit Partin - Head of Data Strategy, FE fundinfo
- David Scholes - Head of New Business, FE fundinfo