FE fundinfo Annual Financial Adviser Survey 2022
Download our adviser survey today for an in-depth look at how financial advisers in the UK are adapting to the post-pandemic world, from trends in technology to rethinking retirement strategies.
Global Fund Management Regulatory Outlook 2022
What impact will the new and changing regulations have on the global fund management industry in 2022?
European ESG Template (EET)
FE fundinfo is here to help Fund Managers and Product Manufacturers with the creation of Regulatory Data Templates (EET) as well as the Dissemination of EET required data fields and documents for EU financial products and market participants.
2021 ESG Market Review
Our 2021 ESG Market Review found that UK equity funds achieved the highest average ESG scores, our data also showed they tended to be more exposed to morally controversial stocks than other sub-groupings.
In this review we use our in-house expertise to provide a unique snapshot on how the UK funds industry is rising to the demands for higher ESG standards.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
PRIIPs Regulation and Key Information Documents (KIDs)
Changes to PRIIPs Regulation and the content of KIDs are imminent and actively being debated at a policy level in the EU. Stay up to date with the latest proposed changes and download our white paper.
Our fund marketing solutions, from our range of publishing sites to trusted fund ratings, can help drive awareness and growth in assets under management.
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analysing your investment portfolios.
publiFund is an integrated content, workflow and document management tool that helps you meet your regulatory obligations and drives efficiencies.
News and Case Studies
The EET was developed to help with the data provision for the SFDR, which was due to kick in fully on 1 July this year, just ahead of the changes to MiFID II. But now that the level 2 rules for SFDR won’t take effect until 1 January 2023, the order has been reversed and the new MiFID requirements will come in first.