As the investment industry enters the final phase of preparation for the implementation of PRIIPs and MiFID II in January 2018, FE, a leading provider of data-driven solutions to the financial services industry, urges affected firms not to neglect their client reporting requirements in the rush to meet other aspects such as trade reporting and unbundling the costs of investment research.
FE Urges Asset Managers not to Neglect Client Reporting in Rush to Meet PRIIPs and MiFID II Deadline
Using FE’s unique Analytics Market Intel (MI) tool, we look at the top 10 funds advisers were researching from January to September 2017.
FE, a leading investment ratings and research agency, today announced that the Board of Directors has appointed Neil Bradford as CEO, a newly created role to help position the firm for its next phase of growth. He joined FE on the 11th September 2017.
Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest FE Invest Approved List rebalance.
- Blackrock takes group top spot
- Latest FE Passive Crown Rebalance rates global funds for first time
FE, the leading UK investment ratings and research agency, today announced that over half of UK Gilts funds achieved the highly-prized five FE Passive Crown rating at the latest Passive Crown rebalance, compared to just 18% of Global Equities funds.
- Global Equity Income, UK Gilt and Short Term Money Market funds fail to pick up five Crowns
- Old Mutual tops the leader board and T.Rowe Price sees biggest positive ratings shift
- Woodford Equity Income achieves five FE Crowns on first rating
FE’s latest bi-annual Crown ratings rebalance has awarded 317 funds with the highly-prized five FE Crowns, of which 11 are newcomers and 25 have jumped two or more FE Crowns to achieve the top accolade.
In the wake of voters returning a hung parliament in the UK general election and geopolitical uncertainty broadly expected to continue for the year ahead, FE, the leading UK investment ratings and research agency, has collated investment views from the 2017 winning FE Alpha Managers. The managers comment on the challenges and opportunities they foresee in delivering alpha in the next 12 months, how bullishly or bearishly they are positioning their portfolios and prospects for their respective asset class or sector.
On 6 June, the European Securities and Markets Authority (ESMA) published its MiFID II and MiFIR Q&As, covering a wide range of topics on the subject of investor protection.