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Resources Hub

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.

Global Fund Management Regulatory Outlook 2024

Discover the latest knowledge and insights on fund regulation and distribution. Download the full whitepaper today.

Whitepapers

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The Efficiency Equation: Balancing Compliance, Cost and Technology in Modern Asset Management

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.

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Asset Managers Report 2024

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.

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RESOURCE HUB – CAROUSEL – WHITEPAPERS – Looking Ahead –The Growth And Evolution Of ESG Investing 585X381

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.

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RESOURCE HUB – CAROUSEL – WHITEPAPERS – Global Fund Management Regulatory Outlook 2023 585X381

Global Fund Management Regulatory Outlook 2023

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.

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RESOURCE HUB – CAROUSEL – WHITEPAPERS – A Closer Look And Preparing For Priips Regulation 585X381

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.

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Research Reports

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Accelerating through change

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.

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RESOURCE HUB – CAROUSEL – RESEARCH REPORTS – Building Better Advice 585X381

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.

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RESOURCE HUB – CAROUSEL – RESEARCH REPORTS – Thriving Through Turmoil 585X381

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.

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RESOURCE HUB – CAROUSEL – RESEARCH REPORTS – Surfing The Wave 585X381

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.

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Infographics

RESOURCE HUB – CAROUSEL – INFOGRAPHICS – FE Analytics Training Pathway Series 585X381

FE Analytics Training Pathway

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

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RESOURCE HUB – CAROUSEL – INFOGRAPHICS – FE Cashcalc Training Pathway Series 585X381

FE CashCalc Training Pathway

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

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RESOURCE HUB – CAROUSEL – INFOGRAPHICS – Getting The Most From The MPS Directory 585X381

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.

FE fundinfo MPS Directory In Numbers

Video Resources

Watch and learn more about our Financial Advice Hub with a range of how-to, best practice and expert insight videos.

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RESOURCE HUB – CAROUSEL – VIDEO RESOURCES – How To Guide – Custom Portfolio Report 585X381

FE Analytics Tips: Custom Portfolio Report

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

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RESOURCE HUB – CAROUSEL – VIDEO RESOURCES – Introduction To FE Investments 585X381

Introduction to FE Investments

An award winning manged portfolio service.

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RESOURCE HUB – CAROUSEL – VIDEO RESOURCES – What Is Cashflow Planning 585X381

What is Cashflow Planning?

Learn about the various methods to plan for your future.

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