News

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 a achevé avec succès sa transition vers les documents d'informations clés (DIC) révisés pour les produits d'investissement packagés de détail et fondés sur l'assurance (PRIIPs), ainsi que la production et la diffusion de ces documents, à temps pour l'échéance européenne du 1er janvier 2023.

Addressing the confusion in the market on the new version of PRIIPs KID

At the turn of the year, the technical regulatory standards for the SFDR Regulation will come into force. What this means for fund companies is explained by regulatory specialist Mikkel Bates from FE Fundinfo.

EET data is now available on fundinfo.com, FE fundinfo's leading international platform for fund information and mandatory publications of investment funds. Investors can freely access the new EET section on the fund detail page, available for funds in 22 fund markets.

Cette collaboration donnera aux clients ESG et Climat de MSCI la possibilité d’associer les données EET de FE fundinfo avec celles des ESG Fund Ratings de MSCI, créant ainsi une vue complète des fonds sur l'ensemble du marché.