Our resources hub contains the latest insights from our fund industry experts and thought leaders. Here you can access our latest reports, white papers, regulation guides, company updates and videos, covering every area of the investment industry.
Looking ahead - The growth and evolution of ESG investing
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.
Global Fund Management Regulatory Outlook 2022
After a lull during the pandemic, regulators across the globe are playing catch-up and are driving forward new directives which will have a significant impact on fund distributors and fund managers. From the UK and Europe to Asia and Australia, find out how regulators are shaking up the global funds industry.
A Closer Look and Preparing for PRIIPs Regulation
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.
Building Better Advice
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.
Thriving Through Turmoil
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.
Surfing the Wave
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.
Getting The Most From The MPS Directory
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.
Watch and learn more about our Financial Advice Hub with a range of how-to, best practice and expert insight videos.
FE Analytics Tips: Custom Portfolio Report
A step by step guide on building your own custom report template.
Introduction to FE Investments
An award winning manged portfolio service.
What is Cashflow Planning?
Learn about the various methods to plan for your future.
Latest insights from FE fundinfo
Whilst investing in portfolios often means investing for long-term returns, this can sometimes conflict with an investor’s current situation. Can you complete the financial advice puzzle without portfolios of different term-lengths available to you?
Our newest enhancements to FE CashCalc allow advisers to input additional questions within the Fact Find templates. These enhancements were built directly based on adviser feedback, ensuring that we are always improving the tool to best support you and your clients.
The importance of ESG data in the financial industry has become increasingly high in recent years. This is strongly driven by global standards like TCFD, TNFD, or regulations like the European Union’s Sustainable Financial Disclosure Regulation, or the Sustainability Disclosure Requirements in the UK.