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FE Analytics & FinXL

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

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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.

  • Oliver Steen FE Fundinfo
  • Alex Donati FE Fundinfo
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BACKED UP BY THE NUMBERS

FE Analytics

in numbers

  • 0
    +

    years

    powering investment research and analysis

  • 0
    k+

    Investment instruments

    and related fund documentation.

  • 0
    +

    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.

OUR AWARDS

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