Subscribe to Daily Email Updates

Recent Posts

James Hoey


Recent Posts

Advisers turn away from the UK amid uncertainty

By James Hoey

This year’s FE Adviser Survey (Adviser Business Models – what lies beneath) looked at how advisers are managing their investment processes, to discover areas for improvement and to highlight best practice. Here, we look at one part of that process specifically – investment choices and which sectors advisers have increased their exposure to.

Read More [fa icon="long-arrow-right"]

FE's World Cup Starting Line Up

By James Hoey

With the World Cup beginning last week, football fans will have been putting together their dream teams, made up of the top players participating in this year’s tournament. Inspired by this, FE’s research team has put together their dream team of funds based on the FE Invest Approved List. They’ve opted for an attacking 4-3-3 formation, consisting of a goalkeeper, four defenders, 3 midfielders and 3 attackers.

Read More [fa icon="long-arrow-right"]

The impact of Millennials on the asset management industry

By James Hoey

The world nowadays is divided into generations that have grown up in completely different circumstances and which therefore have very different outlooks on the world. The generation made up of those born between 1980 and 1995 have come to be known as millennials, and while older generations may look down on them and say how “things were better in my day”, its undeniable that millennials and their views are shaping the future. This blog will consider the influence of millennials on the asset management industry and how it should be adapting to meet their needs.

Read More [fa icon="long-arrow-right"]

Europe back from the brink: The tide is turning after a decade of crisis

By James Hoey

It has been a tough decade for Europe on both the political and economic fronts. The global financial crisis and European debt crisis had significant knock on effects for the countries in Europe and political events such as the Brexit vote in 2016 led to uncertainty in the area.  However, Europe is starting to prosper again. Let’s take a look at how/why money has flowed towards Europe recently. We’ll look at the IA Europe Excluding UK sector and, in anticipation of the fast approaching FE Alpha Manager Awards, will look at a selection of FE Alpha Manager award nominees with exposure to Europe.

Read More [fa icon="long-arrow-right"]

The Importance of Fund Ratings as Part of an Adviser’s Investment Process

By James Hoey

There has been some debate about the effectiveness and use of fund ratings; with a 2016 Financial Conduct Authority (FCA) review suggesting that perhaps too much emphasis is placed on them. However, the latest Schroders Adviser Survey in December 2017 demonstrated their importance with just over 70% of advisers surveyed using ratings or a ratings agency[1] as part of their fund selection process. Another study by Platforum in 2017 [2] showed that research agencies influence £210bn of advised fund assets held on platforms, 52% of the total adviser platform market AUA. So why are they such an integral part of fund selection and how can asset managers use them to differentiate their funds?

Read More [fa icon="long-arrow-right"]

The Impact of Regulation on Document Production for Asset Managers

By James Hoey Regulations

Over recent years, various pieces of European wide regulation impacting asset managers have come into force causing waves of change throughout the industry.
Read More [fa icon="long-arrow-right"]

Q&A with FE Global Funds Registration Director, Martin Neason

By James Hoey

Following the acquisition of GFR (Global Funds Registration) by FE earlier in 2017, we spoke to Martin Neason, Director at FE Global Funds Registration (GFR), to find out how he and his team work with their clients on a daily basis. We asked Martin about the challenges of cross-border funds’ registrations, Europe’s regulatory landscape , and the impact that Brexit may have on FE’s clients.


Read More [fa icon="long-arrow-right"]

Lure of Absolute Returns remains despite underperformance

By James Hoey

As the name suggests, Absolute Return funds are meant to deliver positive returns in all market conditions. So, have they been meeting their objectives?

Read More [fa icon="long-arrow-right"]

The importance of having clean data and how to achieve it

By James Hoey

One of the biggest challenges a fund house faces in the modern day, apart from their investment strategy, is trying to ensure that their data is accurate, clean and reliable. Amongst others, challenges include meeting regulatory guidelines, reputation management and supporting the sales team.

Read More [fa icon="long-arrow-right"]