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Recent Posts

James Hoey


Recent Posts

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?

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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.
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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.


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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?

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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.

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