Flora Glaister


Recent Posts

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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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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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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Regulation focus: 5 key areas for asset managers

By Flora Glaister

We bring you up to date with some of the most pressing regulatory issues facing asset managers right now.

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Getting noticed: the challenges asset managers face in reaching the right advisers

By Flora Glaister FE News

The UK’s £6.6 trillion UK asset management industry is indeed one of the most competitive.  The traditional fund market is saturated to an extent by countless products overlapping with regards to both asset class and style. Furthermore, the rise of one-stop-shop multi-asset solutions and model portfolios has left traditional funds looking less attractive to advisers looking to diversify clients’ assets. 

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Can, and should, social media be used to forecast market trends?

By Flora Glaister

While the benefits of social media were not immediately recognised by asset managers, and indeed the financial services industry more broadly, it’s acknowledged now by most firms that social media provides a platform on which companies can build their brand and connect with their target audience.

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The loss-leader strategy in fund selling: the key to increasing AUM?

By Flora Glaister

Following an intriguing article in the Financial Times recently, which suggested that passive fund fees could fall to 0 per cent in a bid by fund groups to increase their market share, it’s fair to say that the race is definitively on for active managers.

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