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It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.
Historic periods of volatility can be examined through different frameworks to help us understand where future trends may lead. Does the "fire and ice" framework help us see how current inflation levels might return to a more stable world and help us find a future for the 60/40 portfolio?
FE fundinfo has successfully completed its transition to, and the production and dissemination of, the revised Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in time for the European deadline of 1 January 2023.
2022 performance was impacted by a variety of different market events, with both equities and bonds negatively affected. As such, any portfolio comprising solely of these assets will have a volatile year. But what were these shocks and how were they different to those in other years?
2022 was a difficult year for markets with turbulence from many directions, but there are reasons to be positive ahead of 2023. Here we look at the outlook for 2023 and where we feel bond and equity markets will go; will inflation and interest rates both contribute to further falls, or will global markets pick up again?
Constant regulatory change and ever-stricter obligations on product providers and advisers has become a way of life, but the current rate of change is almost unprecedented, certainly since the introduction of RDR.
2022 was a challenging year for the 60/40 portfolio. But why has it been one of the preferred portfolio structures in recent years, why has it been a middle ground for advisers, and why has the structure been so impacted by 2022's market events?
To promote sustainable financial investments, the Swiss Federal Council launched the Swiss Climate Scores in June this year. Does this represent a step forward or does it simply mean more work for fund managers?
At the turn of the year, the technical regulatory standards for the SFDR Regulation will come into force. What this means for fund companies is explained by regulatory specialist Mikkel Bates from FE Fundinfo.
EET data is now available on fundinfo.com, FE fundinfo's leading international platform for fund information and mandatory publications of investment funds. Investors can freely access the new EET section on the fund detail page, available for funds in 22 fund markets.
The FCA recently released its Retirement Income Data to help advisers understand the retirement landscape and how their clients are looking at retirement. The data looks at trends in pension withdrawal rates, DB to DC pension transfers received as well as the use of advice when clients purchase retirement products, amongst other metrics.
Providing advice is complicated, and integrating a client's sustainability values even more so. There are many different approaches that advisers can take with ESG, ranging from simple one-size-fits-all screening processes, through to bespoke solutions for every individual client. There are merits to the different approaches, but can some solutions be too simple, and are others too complex?
The FCA’s published its consultation paper on Sustainable Disclosure Requirements on 25 October, a few months later than initially planned. FE fundinfo’s Regulation Manager, Mikkel Bates takes a closer look - read more on the proposed rules focussed on protecting consumers from greenwashing and rebuilding trust.
The collaboration will give MSCI’s ESG and Climate clients the ability to pair FE fundinfo’s whole of market EET data with MSCI’s ESG Fund Ratings dataset, creating a comprehensive view of funds from across the market.
FE fundinfo Regulatory Manager, Mikkel Bates discusses the latest updates to ESG regulations in the EU and UK, how these will impact fund managers and how disclosure requirements aim to combat greenwashing.