• 92% of MiFID template data and 91% of KIDs collected and validated by FE

Almost all asset managers working with FE’s Regulatory Data Services to disseminate MiFID data to distributors such as platforms, have met the January deadline imposed by regulators. 

FE is proud to annouce the launch of its Crown Fund Ratings and Risk Scores in Australia, in partnership with Money Management. These purely quantitative fund ratings make it easy for financial advisers to identify funds with strong and consistent performance and an appropriate risk level over the previous three years.

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

• 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.

Australia’s longest-established specialist financial services publication Money Management together with its sister publication, Super Review, has been acquired by FE, the UK’s leading provider of investment research, software and data to the asset management industry.

The PRIIPs regulations are set to come into effect from 31^st December 2016, however, there are several uncertainties around the guidelines, especially since the rejection of the regulatory technical standards (RTS) by the European Parliament.

FE Kii Hub has been awarded the accolade of Most Outstanding European UCITS KIIDs Platform in the Corporate LiveWire Global Fund Awards 2016.

In line with the first anniversary of FE Passive Crown ratings, the ratings and research firm has launched the industry’s first pure passive fund awards. This is in recognition of the growing importance that passive investing plays in the UK asset management industry and the commitment and professionalism of passive investing teams (Please see below for full list of 2016 winners).

Advisers can now assess the risk levels of any given portfolio, be it an adviser-constructed portfolio or a model portfolio, using FE Portfolio Risk Scores available through FE Analytics.