FE Analytics & FinXL

Access whole of market fund data, track competitor activity and communicate your value to investors.

MEETING YOUR NEEDS

Differentiate your offering in a crowded marketplace.

FE Analytics is a leading investment research and analysis tool key to the success of UK fund distribution through intermediaries and financial advisers.

At the heart of many financial advisers’ Centralised Investment Process (CIP) with 84% of the top 100 advisers in the UK using FE Analytics, you’re able to see through the eyes of the adviser and in turn, inform how you can strategically differentiate your offering in a crowded marketplace.

Our built in market intelligence tools also give you the ability to track competitor movements in performance, ratings and significant capital events.

Data & Document Types

With FE Analytics, you are able to access whole of market fund data via a simple web-based user interface to conduct market research and fund comparisons on more than 300,000 investment instruments and related fund documentation.

Demonstrate your value

More than 3,900 adviser firms use FE Analytics for their own research. View how your funds are being represented, find out how advisers analyse and sort prospective investments, and learn how to present your funds in the best light using our research tools.
Comprehensive data & document coverage

Access more than 300,000 investment instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIDs/KIIDs.
Compare & benchmark funds

Set up alerts to track competitor activity and compare funds on factors such as performance and ratings, conduct bulk fund comparisons, and track market trends with market movement reports.
Assessment of value

Define your peer group by sector, objective, size, minimum investment, legal structure and investment style to support ‘Assessment of value’ reporting and compare against your peer group on performance, costs (including Ex-ante), target market, holdings, breakdowns and pricing frequency.

KEY FEATURES

FE Analytics

Benefit from access to whole of market fund data and market-leading analytical functionality. Get in touch with the team today for a demo.

Fund research

Fund research and analysis is made simple and enabled by identifier codes. More advanced searches can be conducted across all universes and the ability to bulk import up to 1,000, including the ability to define Custom Universes, Sectors and Instruments.

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Portfolio design

Portfolio managers and analysts are able to conduct scenario analyses to demonstrate which of your funds may complement other investments to form a winning portfolio. Draw technical insights into performance, consistency and risk profile at a portfolio and holding level, track the evolution of portfolios and examine market sensitivity over time.

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Competitor alerts

Build and manage alerts on competitors’ funds for any major price, performance, ratings, costs and charges, risk score or capital event changes. See the most bought and sold funds in your sectors and find out where advisers are seeing value. You can also view the holdings of your peers and evaluate how they may affect performance and investment strategy.

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Custom reporting

Our comprehensive pre-built and custom reporting tools give you the ability to create market movement reports, sector league tables, member lists, sector and historical breakdowns. More than 150 data fields are available to build tailored charts and reports, further enhanced with the option to add your company logo and disclaimers.

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Easy integration

FE Analytics is a web-based tool that can be accessed easily from any location with no need to install any software. It integrates with most back office systems which allows you to import any portfolios for analysis.

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FE Analytics

in numbers

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years

powering investment research and analysis
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k+

Investment instruments

and related fund documentation.
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MPS Providers

making your portfolio data and information on your services available to Financial Advisers via the MPS Directory.
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%

80% of financial advisers

who consume third-party research for fund selection use FE Analytics and FE fundinfo Ratings

Need to access FE Analytics data directly in Microsoft Excel?

Discover whole of market fund data on onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more - all easily accessible through a single Microsoft Excel add-in.

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OUR AWARDS

Discover our range of fund research & comparison products