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The funds that have piqued adviser interest in 2018
2018 is drawing to a close so now is time to take a look back at the year gone by to see what facts and figures have emerged. In order for asset managers to better connect with advisers and understand their investment decisions, it’s crucial that we look at how advisers are behaving and why that may be.
ESMA Securities and Markets Stakeholder Group (SMSG) responds to PRIIPs consultation paper
ESMA’s SMSG – its own panel of advisers, made up of industry participants, consumers and academics – has published its advice to ESMA on the proposals in the PRIIPs Consultation Paper, JC 2018 60, and it doesn’t pull any punches.
Growing the pension pot during retirement: how do you combat these unique risks?
Retirement planning used to be simple, an investor had a long period of accumulation which ended up with the buying of an annuity at retirement which provided a guaranteed income until death. Pension freedoms changed everything as investors are now much likely to enter drawdown in retirement.
FE joins forces with fundinfo and F2C following Hg investment
A new international force in investment data has been created after FE, the investment data, research and software provider, joined forces with fundinfo, a provider of services for asset managers and distributors in Europe and Asia, and F2C, the Luxembourg-based business which runs fund data management platform, publiFund.
ECON calls for two-year extension to UCITS exemption from PRIIPs KIDs
In the middle of the European Supervisory Authorities’ (ESAs) consultation on PRIIPs KIDs, there was cross-party agreement in the European Parliament’s Economic and Monetary Affairs Committee (ECON) that the target date for UCITS to publish PRIIPs KIDs should be extended by two years, from December 2019 to 2021.
First US fund added to FE Invest Responsibly Managed Approved List
A US fund Brown Advisory US Sustainable Growth has been added to the FE Invest Responsibly Managed Approved List for the first time at the latest rebalance. In total, seven funds have been added and two removed.
Sterling Bond Fund Shake Up Contributes to High Turnover of Funds in FE Invest Approved List
There has been a high turnover (21.5%) of funds in the latest FE Invest Approved List rebalance, with sterling bond funds seeing the biggest churn. The changes are intended to help investors protect capital from unpredictable markets and increase portfolio diversification.
FE Helps EFAMA to Boost Number of Funds Categorised by the European Fund Classification (EFC)
FE, the leading investment ratings, research and data provider, announced today that it is providing The European Fund Categorization Forum (EFCF) – a Task Force of the European Fund and Asset Management Association (EFAMA) – with the Indicative Classification (IC) data for funds distributed in Germany and Switzerland.
PRIIPs KIDs annual review
One of the few positive things that can be said about PRIIPs KIDs is that, unlike UCITS KIIDs, they don’t all need to be updated during the same short window at the start of every year. So PRIIPs providers can stagger their workload throughout the year, carrying out their annual reviews after their funds’ accounting dates, possibly.
FE Launches Industry First Tool for Advisers to Access MiFID II Data and Calculate Pre-Sale Charges
FE, the leading investment ratings, research and data provider, announced today the launch of the FE Analytics+ Ex Ante Costs and Charges Calculator, an industry first tool that gives advisers a clear, transparent view of all the pre-sale (ex ante) charges they need to disclose to clients under the MiFID II regulation.
Against the odds: funds that sailed through the last decade to top the charts
Lehman Brothers collapsed a decade ago. It was a key milestone in the global financial crisis, teaching investors a painful lesson that nothing is too big to fail. A lot has happened since then and anybody you ask will tell you it’s been a tough decade all round, both on political and economic fronts.
IA North America funds dominate top performing funds list
With the third quarter of 2018 at an end, data from FE Analytics shows a dramatic change in the constituents of the top 50 best performing funds over the three quarters of 2018 to date, compared with the last three quarters of 2017.
Confusion over the demise of UCITS KIIDs and the future of PRIIPs KIDs
The European Supervisory Authorities (the ESAs, made up of ESMA, EBA and EIOPA), have published a series of letters between them and the European Commission (EC), over the proposed ending of the exemption for UCITS KIIDs at the end of 2019.