Resources Hub

New market research findings reveal asset managers embrace data amidst market uncertainty. FE fundinfo conducted in-depth research with 100 senior industry leaders, providing insights into the current state of the industry, the major threats and challenges ahead, and the strategic priorities they are focusing on to address these issues.

Discover why efficiency is now a strategic priority and how top firms leverage automation, AI, and data unification for operational excellence and compliance.

The 10th annual FE fundinfo adviser survey reveals how advisers, now more than ever, are using technology, integration and AI to unlock scale, efficiency, and better client outcomes.

Discover how to transform ESG factsheets into powerful tools for engagement in our latest whitepaper. Learn strategies to not only meet regulatory standards but also enhance investor confidence in your sustainable investment approach.

Unlock business growth with Full Portfolio Holdings (FPH) data: enhance transparency, optimise strategies, and drive informed investment decisions

This whitepaper explores the urgent need for modernisation in fund data and document dissemination, drawing on comprehensive industry surveys and expert insights from FE fundinfo’s latest Asset Managers Report.

This whitepaper examines the true Total Cost of Ownership for fee and distribution channel management, uncovering both direct expenses and overlooked risks. We explore why traditional operational models are failing and how outsourcing and technology can help firms reduce costs while improving efficiency and compliance.

The wealth management industry has long operated with limited visibility into MPS providers' methodologies and performance data. FE fundinfo's MPS Feeds service democratises access to this valuable intelligence, enabling firms to benchmark, analyse, and optimize their investment strategies with unprecedented precision.

For manufacturers and distributors of retail investment products, understanding the new UK CCI framework is crucial for compliance and strategic growth. Our guide is your essential resource for navigating these significant regulatory changes.

Stay compliant with the Overseas Fund Regime (OFR). Learn about share class registration, marketing approvals, and compliance requirements. Download our expert Q&A guide from the latest OFR webinar.

An in-depth look at fund regulations impacting asset management and fund distribution in 2025.

As European regulators recognise how SFDR has failed to live up to its mandate and contemplate a fundamental overhaul, asset managers face mounting pressure to maintain compliance while controlling costs. Our latest whitepaper reveals how to navigate this uncertainty and prepare for what comes next.

In the era of Consumer Duty, delivering fair value and good client outcomes is imperative. As the regulator raises the bar, advisers are under pressure to adapt their investment propositions to meet these heightened expectations.

Discover how Asset Managers can tackle the dual pressures of regulatory compliance and cost management and how the right technology can provide a balanced solution.

New market research findings reveal asset managers embrace data amidst market uncertainty. FE fundinfo conducted in-depth research with 100 senior industry leaders, providing insights into the current state of the industry, the major threats and challenges ahead, and the strategic priorities they are focusing on to address these issues.

Ready to transform your fund factsheets production process? Learn more on the strategic advantage of modernising factsheet production for accuracy and scale and download our latest expert guide.

Take an in depth look at fund regulations impacting asset management and fund distribution in 2024.

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.

The almost never-ending smorgasbord of deadlines that reared their heads made 2022 one of the toughest years on record to manage. In this document we review the various themes that came to the fore during the year, as well as a broad look ahead at what we can expect in 2023.

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.

New market research findings reveal asset managers embrace data amidst market uncertainty. FE fundinfo conducted in-depth research with 100 senior industry leaders, providing insights into the current state of the industry, the major threats and challenges ahead, and the strategic priorities they are focusing on to address these issues.

With Consumer Duty and AI bringing major developments to the advice industry in 2023, our 2024 Financial Adviser Survey provides key insights on how financial advisers are responding to these regulatory and technological changes to improve their business enhance outcomes for their clients.

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.

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.

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.

Discover our video training series designed to show you the key features of FE Analytics and how to use them.

Watch our FE CashCalc video training series and learn how to get the most from its range of powerful tools.

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.

A step by step guide on building your own custom report template.

An award winning manged portfolio service.

Learn about the various methods to plan for your future.