Risk targeted multi-asset funds: is performance getting lost in translation?

By Flora Glaister

Multi-asset funds have seen significant growth of late, with figures from the Investment Association (IA) showing that multi-asset fund sales reached £2.6 billion in 2016.  

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300 funds score top accolade in recent FE Crown Rebalance

By Corporate

FE’s latest bi-annual Crown Ratings rebalance awarded 300 funds with the highly prized five FE Crowns - with 18 previously unrated funds being awarded the top accolade. 

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Wellian Investment Solutions use FE’s FinXL to carry out flexible and accurate fund research

By Flora Glaister

When Richard Philbin, Chief Investment Officer at Wellian Investment Solutions, sought a flexible, automated approach to building his team’s sophisticated fund research reports he adopted FE’s FinXL, an excel add-in that pulls data from FE’s database, to support his use of FE Analytics. FE Analytics is an investment research platform used by over third of the UK’s top advisers. Having used the products together for a number of years, Wellian are reliant on the software for their fund research.

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Which funds grew most in popularity during 2016?

By Flora Glaister

Recent research on the most bought funds in 2016 showed that Fundsmith and Woodford  Equity funds featured first and second on the list - whilst Vanguard's passive vehicles also bagged top spots.

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5 ways for asset managers to remain competitive in today’s operating environment

By Flora Glaister

A new report from Deloitte, ‘Survival of the Fittest: Defining Future Leaders in Asset Management’ has outlined five bold changes asset management groups will need to make in order to remain competitive.

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FE’s 5 key takeaways from the FCA’s Interim Report

By Flora Glaister

On the 18 November the Financial Conduct Authority (FCA)  published the Interim Report to its Asset Management Market Study, noting several areas for further focus. The overall study aims to assess how competition in the market is working and to what extent investors are getting value for money, and is set to be published in February 2017. 

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FE Managing Director Michael Holland writes open letter to ESA chairmen over proposed RTS changes

By Corporate

Michael Holland, Managing Director of FE, has today sent an open letter to the chairmen of the three European Supervisory Authorities (ESAs) and to several investment trade publications.

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Commission announces 12-month delay to PRIIPs

By Mikkel Bates

At least one prediction has been right today, as the European Commission’s Vice President Valdis Dombrovskis confirmed it has recommended a delay of 12 months to December 2017 for PRIIPs KIDs at its meeting on 9 November.  This means that PRIIPs will go live at the same time as MiFID II, which was itself delayed by a year.

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How can we help with your European PRIIPs Templates (EPTs)?

By Flora Glaister

Following the success of our recent EPT breakfast briefing, which saw industry leaders come together and share their expertise on the upcoming requirements under the PRIIPs regulation, we thought we would share a quick video detailing how we can help you with your EPT needs.

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Commission brings forward PRIIPs discussion to 9 November

By Corporate

The latest provisional agenda for the European Commission, issued on 24 October, shows that the discussion on a possible delay to the PRIIPs regulation has been brought forward from 22 November to 9 November.

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