Register here to receive weekly emails featuring the latest news and insight from FE fundinfo.
The impact of millennials on the asset management industry
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.
Risk mapping processes exposing advisers to unintended risk, FE survey finds
Advisers may be inadvertently exposed to business risk and regulatory action by not verifying that their risk mapping tools are fit for purpose and connect logically together, FE’s annual report into financial advice in the UK, has found.
FE provides new approach to calculating the impact of all costs on portfolio returns
FE has today announced the launch of the FE Analytics+ Reduction in Yield (RIY) Calculator, a tool that offers advisers a simpler, more efficient approach to assessing the impact of costs on future returns, in the form of a single figure, rather than relying on projections from product providers.
Europe back from the brink: The tide is turning after a decade of crisis
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.
FE announces investment by Hg to fuel international growth
FE, the leading provider of investment data, research and software to the financial services industry, announced today that Hg, a leading global growth private equity firm, will be investing in the business to fund its next phase of growth.
Are your cognitive biases preventing you from selecting the best investments for your clients?
The recent FE Invest Breakfast Briefing series explored the topic of cognitive & behavioural biases and their effect on investing. The speakers discussed the pitfalls faced by investors, advisers and fund managers alike and made it clear that none of us are immune from our own assumptions.
Dodge & Cox US Stock and Veritas Asian Among Ten Funds Added to the FE Invest Approved List
Ten new funds have been added and six funds have been removed from the FE Invest Approved List of funds in the latest review. FE Invest rebalances its list of preferred funds twice a year.
Why you should consider insourcing.
In the financial advice industry, there has been a more recent trend towards outsourcing investment solutions to DFMS - giving third-party discretionary fund managers, the permission to invest and rebalance client portfolios. However, given the onus on Advisers to ensure they remain accountable for the investment selection for an individual client, does the term ‘outsourcing’ truly reflect the reality?
Client communication aspects of recent regulatory updates: What’s next and what we should keep an eye out for later this year
Pre-sale Key Information Documents (KIDs) are now required for all Packaged Retail and Insurance-based Investment Products (PRIIPs) that don’t publish UCITS KIIDs. Following heavy criticism about misleading performance scenarios, the FCA says firms can now produce “explanatory materials to put the calculation in context”.
MiFID II Customer Communication: What happens post Brexit?
The recent European Commission Notice to Stakeholders on MiFID opened with talk about “the considerable uncertainties in…the content of a possible withdrawal agreement” and said the requirements on UK firms are “subject to any transitional arrangement that may be contained in a possible withdrawal agreement."
The Importance of Fund Ratings as Part of an Adviser’s Investment Process
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 as part of their fund selection process.
FE Technology Provides Advisers with Improved Due Diligence and Reporting on Aberdeen Standard Investment’s Popular MyFolio Range
FE, the leading provider of data, software and performance analytics to the financial services industry, announces it has worked with Aberdeen Standard Investments (ASI) to develop a cutting-edge tool, which provides advisers using the firm’s MyFolio range with an online portal for due diligence and fund reporting on the 25 funds within the range.
Calculating the impact of charges on client portfolios: The case for Reduction in Yield
Instead of relying on projections - a simpler and more efficient approach to assessing the impact of costs on a portfolio is to calculate the reduction in its yield (RIY) after accounting for associated costs such as set up charges, exit penalties, ongoing charges, adviser charges, provider and fund charges.