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.
Static data
Regulatory data
Portfolio data
Prices
Dividends
Performance
Capital events
New fund launches
Factsheets
PRIIPs KIDs
UCITS KIIDs
Prospectuses
Annual reports
FE fundinfo Ratings
ESG ratings (ISS)
ESG reports
How we can help
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.
FE Analytics - Key Features
Fund research
Fund search 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.
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.
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.
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.
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.
Archive
All users have access to unlimited storage to archive and recall your research and reporting criteria.
FE Analytics in numbers
years powering investment research and analysis
Investment instruments and related fund documentation.
MPS Providers, making your portfolio data and information on your services available to Financial Advisers via the MPS Directory.
Our Awards
Take a look at some of our most recent industry awards
FE Analytics won the Leading investment research, ratings and data provider award
FE Analytics won Best Research Software for the 6th year running
FE Analytics won 4-stars for the Best Back Office and Support system
FE Analytics won Best Research Software for the 5th year running
FE Analytics won the Leading investment research, ratings and data provider award
We were awarded ‘Best Use of platform technology’ for our client reporting service for Aviva.
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
FE Analytics was awarded five stars in the Back Office / Support Services category
FE Analytics won Best Research Software
FE Investments won the award for Best Model Portfolio Service
FE fundinfo won the award for Best Ratings / Research service for Advisers
FE won the Leading Investment Research, Ratings and Data Provider award (the Advisers' choice award)
FE Invest won the award for Best Model Portfolio Service
FE Analytics won Best Research Software
Are you ready to get started?
Benefit from access to whole of market fund data and market-leading analytical functionality.
Get in touch with the team today for a demo.
Insights from FE fundinfo
Global Regulatory Outlook 2023
The regulatory changes set to shape the future of global fund management and distribution in 2023
ESG Whitepaper 2022
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.
Case Study - FactSet
Senior Director for Wealth Management Strategy Greg King says flexibility and choice were key in choosing FE fundinfo data feeds.
The latest European ESG Template (EET) news
As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.
