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  Regulatory Outlook 2022
  
  What impact will the new and changing regulations have on the global fund management industry in 2022?
- For Fund Distributors
  For Fund Distributors
  The EET – what’s it all about?
  
  Our regulatory expert Mikkel Bates gives his views on the European ESG template.
  Read more
  
  FE fundinfo ESG Market Review
  
  Our 2021 ESG Market Review provides a unique snapshot on how the UK funds industry is rising to the demands for higher ESG standards’
  2021 FE fundinfo ESG Market Review
- For Financial Advisers
  For Financial Advisers
  FE fundinfo Acquires CashCalc
  
  FE fundinfo has acquired CashCalc, a UK market-leading cashflow planning provider, enabling a seamless customer journey, leading to better advice outcomes.
  Read more
  
  How Much is Enough?
  
  Catch up on the sessions from our recent Roadshow Series looking at how to get the best advice outcomes for clients in retirement.
  Watch the summaries
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Enhance Your ESG Propositions

Register Your Funds Globally

Streamline Fund Data Management

Access Market-Leading Fund Data

Disseminate Fund Information

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Market & Advertise Funds

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Managed Account Reporting

Comply With DDO

Regulatory Outlook 2022

What impact will the new and changing regulations have on the global fund management industry in 2022?
For Fund Distributors

Back

Access Market-Leading Fund Data

Comply With Fund Regulation

Enhance Your ESG Propositions

Digital Investor Engagement

Market & Advertise Funds

Research & Analyse Funds

Automate Your Managed Account Reporting

Comply With DDO

The EET – what’s it all about?

Our regulatory expert Mikkel Bates gives his views on the European ESG template.
Read more

FE fundinfo ESG Market Review

Our 2021 ESG Market Review provides a unique snapshot on how the UK funds industry is rising to the demands for higher ESG standards’
2021 FE fundinfo ESG Market Review
For Financial Advisers

Back

Investment Research & Analysis

Enhance Your Website

FE fundinfo Acquires CashCalc

FE fundinfo has acquired CashCalc, a UK market-leading cashflow planning provider, enabling a seamless customer journey, leading to better advice outcomes.
Read more

How Much is Enough?

Catch up on the sessions from our recent Roadshow Series looking at how to get the best advice outcomes for clients in retirement.
Watch the summaries
Products
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- 2021 FE fundinfo Alpha Managers revealed
- For Fund Managers
  For Fund Managers
  Regulatory Outlook 2022
  
  What impact will the new and changing regulations have on the global fund management industry in 2022?
- For Fund Distributors
  For Fund Distributors
  ESG Investment Reporting
  
  Automate the production of your ESG Investment Reports using our leading report production platform.
  Read more
- For Financial Advisers
  For Financial Advisers
  FE fundinfo Acquires CashCalc
  
  FE fundinfo has acquired CashCalc, a UK market-leading cashflow planning provider, enabling a seamless customer journey, leading to better advice outcomes.
  Read more
  
  How Much is Enough?
  
  Follow the story of John, who is 64 years old is looking for Financial Advice. He’s environmentally focused and has an average tolerance for risk.
  Events
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ESG & SFDR Reporting

Factsheet Production

Global Funds Registration

Ratings & Eco-labels Screening

DDO Solutions

Data & Document Dissemination

Data & Document Feeds

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Web Publishing

FE Analytics & FinXL

Regulatory Outlook 2022

What impact will the new and changing regulations have on the global fund management industry in 2022?
For Fund Distributors

Back

Data & Document feeds

Report Production

Factsheet Production

Digital Solutions

FE Analytics & FinXL

Managed Account Reporting

Web Publishing

ESG Investment Reporting

Automate the production of your ESG Investment Reports using our leading report production platform.
Read more
For Financial Advisers

Back

FE Analytics

Digital Solutions

FE fundinfo Acquires CashCalc

FE fundinfo has acquired CashCalc, a UK market-leading cashflow planning provider, enabling a seamless customer journey, leading to better advice outcomes.
Read more

How Much is Enough?

Follow the story of John, who is 64 years old is looking for Financial Advice. He’s environmentally focused and has an average tolerance for risk.
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DDO Readiness Survey Report 2021

FE fundinfo conducted a survey among industry professionals to find out their understanding of the regulation, how their businesses will be impacted by the regulation, and ultimately whether they will in fact be compliant in time for the deadline.

Download DDO Report

DDO Readiness Survey Report 2021

White Paper: Design and Distribution Obligations (DDO) Regulation - A Closer Look

Our white paper distils the regulation, provides a summary of the obligations facing product issuers and distributors and addresses some of the common questions in relation to the regulation.

Download DDO White Paper

White Paper: Design and Distribution Obligations (DDO) Regulation - A Closer Look

DDO Solutions for Product Issuers

Helping you meet your obligations under ASIC's DDO legislation ahead of the October 2021 deadline.

We specialise in data collection, dissemination and document creation through user-friendly, scalable and automated solutions.

DDO Solutions for Issuers

DDO Solutions for Product Issuers

DDO Solutions for Product Distributors

Our customisable fund document and data feed services give you direct and efficient access via secure APIs to quality-controlled fund documents and data of your choice from a single, reliable source.

DDO Solutions for Product Distributors

DDO Solutions

DDO Solutions

Our regulatory data and technology solutions ensure you are well equipped to adhere to regulatory obligations ahead of the 5 October 2021 deadline.

Design and Distribution Obligations

ESG Reporting

ESG Reporting

Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analysing your investment portfolios.

Managed Account Reporting

Managed Account Reporting

Our state-of-the art document production platform enables you to automate the production of fully compliant documents, in your brand and style.

News and Case Studies

Blogs

Solving DDO challenges with automation

Solving DDO challenges with automation

In the quest to understand the intricacies involved in preparing for the Design and Distribution Obligations and Product Intervention Powers regulation, it is important to consider the challenges associated with these obligations and how to overcome them.

CaseStudy

Design and Distribution Obligations (DDO) – Putting the Consumer First

Design and Distribution Obligations (DDO) – Putting the Consumer First

Due to take effect in October 2021, there is much to be done to prepare for the Design and Distribution Obligations (DDO) regulation.

Blogs

DDO Reasonable Steps Obligation – What does this mean for Platforms?

DDO Reasonable Steps Obligation – What does this mean for Platforms?

Design and Distribution Obligations (DDO) While the greatest obligations around product design and the disclosure of specific information do fall on product issuers, product distributors need to be aware of their obligations and what their requirements are in order to be compliant under this new regulation in time for the deadline.

Case Study

Factsheet & Bulletin Production for Australian Wrap Platform

Factsheet & Bulletin Production for Australian Wrap Platform

FE fundinfo partnered with leading Australian financial services provider to produce automated managed portfolio factsheets and bulletins.

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