Are PRIIPs back on track with a new RTS?

By Mikkel Bates

After many weeks of complete silence, the European Commission published its (presumably) final version of the PRIIPs Regulatory Technical Standards (RTS) on 8 March, almost meeting its selfimposed deadline of adopting them by the end of February.

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Cost disclosure requirements under MiFID II explained

By Flora Glaister

You will be hard-pressed to find someone working in the asset management industry today who is not aware, on some level, that the implementation date for the Markets in Financial Instruments Directive II (MiFID II) is less than a year away (3 January 2018). Despite the year long delay last October, time is truly of the essence as the European Parliament requires the directive to be transposed into national legislation by member states as soon as 3 July 2017.

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Big shake up of FE Alpha Managers in 2017 rebalance

By Corporate

There has been a big churn of talent in the 2017 FE Alpha Managers rebalance with the emergence of 56 new Alpha Managers and a cull of 38 managers that previously held the highly coveted status.

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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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FE acquires Global Funds Registration and Kii Hub

By Corporate

 

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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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