FE Research and News

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UK Gilts maintain sector dominance in latest FE Passive Crown rebalance

Wed 1 Aug, 2018 / by Corporate

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  • Blackrock (iShares) tops groups table

LONDON, 1 AUGUST 2018: FE, the leading UK investment ratings and research agency, today announced that almost half (46%) of UK Gilts funds and a third of both North American Equities (31%) and Emerging Market Equities (30%) funds achieved the highly-prized five FE Passive Crown Rating at the latest rebalance, whilst no Index-linked Gilts or Sterling Corporate Bond funds achieved the top accolade for a second rebalance in a row.

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China and Asia ex Japan top the sector charts in latest FE Crown Ratings rebalance

Mon 23 Jul, 2018 / by Corporate

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  • 40.5% of IA China and IA Asia Pacific ex Japan Funds are 4 or 5 FE Crown rated
  • BlackRock and Schroders share top group spot
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Europe excluding UK dominates both football pundits’ and investors’ list of favourites heading into the World Cup

Wed 20 Jun, 2018 / by Corporate

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With the World Cup underway, pundits have been tipping many European teams such as Germany, Belgium, France and Spain as favourites, whilst expectations for the UK’s only qualifier - England – are much more modest. Here, we take a look at how this dominance of European teams mirrors the current investment landscape.

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FE wins place in league table of Britain's fastest growing international sales firms

Mon 11 Jun, 2018 / by Corporate

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LONDON, 11 JUNE 2018:  FE, the leading provider of investment data, research and software to the financial services industry, announced today that it has been ranked at 102 in the annual Sunday Times HSBC International Track 200, a league table which ranks Britain’s mid-market private companies with the fastest growing international sales.

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Risk mapping processes exposing advisers to unintended risk, FE survey finds

Tue 29 May, 2018 / by Corporate

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LONDON, TUESDAY 29 MAY 2018:  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.

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FE provides new approach to calculating the impact of all costs on portfolio returns

Tue 22 May, 2018 / by Corporate

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LONDON, 22 May 2018: 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.

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The Winners of the FE Alpha Manager Awards 2018

Fri 18 May, 2018 / by Corporate

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LONDON, 18 MAY 2018: The 2018 FE Alpha Manager of the Year awards were presented last night at the Museum of London, as over 250 members of the industry came together to celebrate the top talent in asset management.

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FE announces investment by Hg to fuel international growth

Mon 14 May, 2018 / by Corporate

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- Investment builds on another record year of growth for FE in 2017

 

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.

Founded by Michael Holland and Craig Wilson, FE operates a proprietary database of complete retail funds data with global coverage and history, built up over 20 years. Trusted by hundreds of thousands of investors, advisers, asset managers and platforms who use FE data, software and investment advice every day, FE is a leading player in supporting the UK fund industry.

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Dodge & Cox US Stock and Veritas Asian Among Ten Funds Added to the FE Invest Approved List

Mon 30 Apr, 2018 / by Corporate

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  • Woodford Income Focus and Stewart Investors Asia Pacific Leaders among funds removed

LONDON, 30 APRIL 2018:  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.

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50 Managers make it into the 2018 FE Hall of Fame

Mon 16 Apr, 2018 / by Corporate

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  • 21 managers retain their place in the FE Hall of Fame for fourth-year running
  • 13 managers enter FE Hall of Fame for first time

LONDON, 16 APRIL 2018: FE, provider of investment research, software and data to the asset management industry, announced today that 50 fund managers have made it into the 2018 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha Manager rated over the last seven years.

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