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.
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.
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.
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.
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.
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.
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.
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.
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.
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.