LONDON, 5 FEBRUARY 2018: FE announced today that FE Invest - the firm’s Model Portfolio Service - has surpassed the £1bn Assets Under Management (AUM) mark, less than three years since its launch.
- 45% of Japan Funds are 4 or 5 FE Crown rated
- 44 UK Equity Income Sector funds downgraded
- LF Woodford Equity Income downgraded from 5 to 1 FE Crown following its debut rating six months ago
- 92% of MiFID template data and 91% of KIDs collected and validated by FE
Almost all asset managers working with FE’s Regulatory Data Services to disseminate MiFID data to distributors such as platforms, have met the January deadline imposed by regulators.
- Standard Life’s GARS drops out of top three for first time
As 2017 draws to a close, FE takes a look at the funds that have piqued adviser interest and those which have fallen out of favour on FE Analytics, the leading investment research and analysis tool.
Will PRIIPs and MiFID II be the Grinches that steal this year’s Christmas?
- 2018 Fund Watch list: Woodford Income, Jupiter Absolute Return and Allianz Strategic Bond
- 2017 takeaway: Don’t follow herd mentality
- House view on UK equities and corporate bonds more positive heading in to 2018
With the 3rd January 2018 deadline for the implementation of MiFID II client reporting just six weeks away, FE has created a data packaging solution to help platforms, back office software providers and DFMs who have left it late to find a solution to gather the data for their reporting requirements.
FE Invest, FE’s model portfolio service, today announced the launch of its Responsibly Managed Portfolios range – a suite of risk-targeted portfolios designed to support financial advisers in meeting the surge in demand from clients for sustainable and ethical investments.
FE is proud to annouce the launch of its Crown Fund Ratings and Risk Scores in Australia, in partnership with Money Management. These purely quantitative fund ratings make it easy for financial advisers to identify funds with strong and consistent performance and an appropriate risk level over the previous three years.