News

At the end of September, the European investments regulator ESMA published its final report on “guidelines on certain aspects of the MiFID II suitability requirements”.

FE fundinfo Regulatory Manager, Mikkel Bates discusses the latest updates to ESG regulations in the EU and UK, how these will impact fund managers and how disclosure requirements aim to combat greenwashing.

Everything you need to know about EPT (European PRIIPs Template) and the transition to Version 2.0 (V2.0) and Version 2.1 (V2.1)

Access and view additional ESG-related data, which will help you evaluate and better understand the ESG credentials of a particular fund.

Le fournisseur de services d'enregistrement et de réglementation des fonds, basé à Luxembourg

As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.

To support you in making an investment decision aligned with your clients’ objectives and values, we've added the first set of ESG Ratings into FE Analytics.

The principal adverse impact (PAI) on sustainability factors considered by more ESG funds than any others is their underlying companies’ exposure to controversial weapons, closely followed by their involvement in violation of the United Nations Global Compact (UNGC) principles.

So far, FE fundinfo has collected and ingested ESG data from over 157 fund groups covering 72,000 ISINs which is estimated to be over half of the whole market.

Entre le 1er janvier 2023 et le 31 décembre 2026, les OPCVM de l'UE devront produire des KID PRIIPs, tandis que ceux du Royaume-Uni continueront à produire des KIIDs OPCVM.

France’s financial regulator, the AMF, is reported to have announced that it is postponing the incoming requirement under MiFID II and the Insurance Distribution Directive (IDD) for advisers to ask their clients about any sustainability preferences when assessing suitability.