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Submission: On July 24 via api from US — Scanned from NL
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GET https://www.fefundinfo.com/search/
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</form>Text Content
* What we do
Back
* For Asset Managers
Back
Registration & Filing
* Global Funds Registration
* Regulatory Filing & Reporting
* Facilities Services
Document Production
* Regulatory Data Templates & Calculations
* PRIIPs & UCITS
* Factsheets
ESG Reporting
* SFDR
* TCFD
* Swiss Climate Scores
* ESG Reporting
Distribution
* Data Dissemination
* Document Dissemination
* Loopback
* Fee & Distribution Channel Management
* MPS Directory
Marketing & Digital
* Trustnet
* fundinfo.com / etfinfo.com
* Funds360
* Content Dissemination
* Digital Solutions
* Ratings
Research & Insights
* FE Analytics & FinXL
* For Distribution Networks
Back
Financial Advice Hub
Client Onboarding & Engagement
* Client Portal
Financial Planning
* Cashflow Planning
* Tax Calculators
Investment Research
* Risk Profiling
* Fund Research & Portfolio Analysis
Model Portfolio Service
* Risk-Managed Portfolios
* Tailored Portfolios
Feeds
* Data Feeds
* Document Feeds
Document Production
* Factsheets
* ESG Reporting
Digital
* Digital Solutions
Research & Insights
* FE Analytics & FinXL
DATA FEED PORTAL
* Who we serve
Back
* Asset Managers
* Management Companies
* Discretionary Fund Managers
* Financial Advisers
* Retail / Private Banks
* Platforms
* Insurance & Pensions
Client success stories
* What we think
Back
* ESG
* Regulation
* Cross-border distribution
* Consumer duty
* Investments
* Retirement
* News
* Insights
* Resources
* Client success stories
* Events
* Asset Managers
* Distribution Networks
View all
* Who we are
Back
* About us
* Why FE fundinfo
* Sustainability
* Careers
* Contact us
* Partner with us
* Our Dissemination Network
* Data Partner Portal
* User Guides
* Customer Portal
* FE Analytics Training Academy
* FE Analytics
* FE Investment Client Portal
* FE CashCalc
* Data Partner Portal
* Dissemination Portal
Get in touch
* Partners
* Partner with us
* Our Dissemination Network
* Data Partner Portal
* Support
* User Guides
* Customer Portal
* FE Analytics Training Academy
* Login
* FE Analytics
* FE Investment Client Portal
* FE CashCalc
* Data Partner Portal
* Dissemination Portal
* What we do
* For Asset Managers
* For Distribution Networks
Fund Information Hub
WHAT WE DO
Made to match your workflow needs
Select your segment to explore our capabilities fit to your needs.
Registration & Filing
* Global Funds Registration
* Regulatory Filing & Reporting
* Facilities Services
Document Production
* Regulatory Data Templates & Calculations
* PRIIPs & UCITS
* Factsheets
ESG Reporting
* SFDR
* TCFD
* Swiss Climate Scores
* ESG Reporting
Distribution
* Data Dissemination
* Document Dissemination
* Loopback
* Fee & Distribution Channel Management
* MPS Directory
Marketing & Digital
* Trustnet
* fundinfo.com / etfinfo.com
* Funds360
* Content Dissemination
* Digital Solutions
* Ratings
Research & Insights
* FE Analytics & FinXL
Financial Advice Hub
Client Onboarding & Engagement
* Client Portal
Financial Planning
* Cashflow Planning
* Tax Calculators
Investment Research
* Risk Profiling
* Fund Research & Portfolio Analysis
Model Portfolio Service
* Risk-Managed Portfolios
* Tailored Portfolios
Feeds
* Data Feeds
* Document Feeds
Document Production
* Factsheets
* ESG Reporting
Digital
* Digital Solutions
Research & Insights
* FE Analytics & FinXL
DATA FEED PORTAL
* Who we serve
ASSET MANAGERS
DISTRIBUTION NETWORKS
* Asset Managers
* Management Companies
* Discretionary Fund Managers
* Financial Advisers
* Retail / Private Banks
* Platforms
* Insurance & Pensions
Client success stories
* What we think
BY TOPIC
BY TYPE
BY CLIENT
* ESG
* Regulation
* Cross-border distribution
* Consumer duty
* Investments
* Retirement
* News
* Insights
* Resources
* Client success stories
* Events
* Asset Managers
* Distribution Networks
View all
* Who we are
* About us
* Why FE fundinfo
* Sustainability
* Careers
* Contact us
Get in touch
NAVIGATE COMPLEXITY WITH CONFIDENCE
WE BUILD THE DATA BRIDGE BETWEEN ASSET MANAGERS AND DISTRIBUTION NETWORKS THAT
CONNECTS THE INVESTMENT INDUSTRY
Get in touch
FIND US AT THE HEART OF THE INVESTMENT PRODUCT LIFECYCLE
We are uniquely positioned to deliver data-led solutions that enable asset
growth, regulatory support and operational efficiency, from creation to
distribution
Connect Calculate & Enrich Collect & Verify Onboard & Engage Plan & Research
Advise & Invest Produce & Disclose
STREAMLINING INVESTMENT SUCCESS
Our platform is at the heart of the investment product lifecycle, connecting
asset managers and distributors, through our golden source of data and
intelligence, reaching both individual and institutional investors globally. By
using top advisory and wealth channels, we facilitate a continuous flow of
market insights, being your trusted source for investment solutions.
We enrich that information with analytics, performance indicators and
calculations to support regulatory requirements as well as market quantitative
and qualitative insights.
We collect, store and verify all your static and dynamic data in one place,
providing proactive and reactive validation ensuring a golden source of truth.
We equip our distribution partners with an extensive selection of fund products
and market insights , all sourced from the same core data platform utilised by
our asset management clients enabling suitability and insight.
We enable the advice process by providing cashflow tools, risk profiling, and
research and portfolio building to enable better informed and personalised
investment decisions.
We provide you with a range of tailored and managed investment strategies with
differing risk profiles and objectives to meet both your needs and those of your
clients
We help you navigate market complexities and support efficient product packaging
for your target markets in EMEA and APAC, streamlining regulatory requirements
and investor reporting across borders.
Connect Calculate & Enrich Collect & Verify Onboard & Engage Plan & Research
Advise & Invest Produce & Disclose
STREAMLINING INVESTMENT SUCCESS
Our platform is at the heart of the investment product lifecycle, connecting
asset managers and distributors, through our golden source of data and
intelligence, reaching both individual and institutional investors globally. By
using top advisory and wealth channels, we facilitate a continuous flow of
market insights, being your trusted source for investment solutions.
CALCULATE & ENRICH
We enrich that information with analytics, performance indicators and
calculations to support regulatory requirements as well as market quantitative
and qualitative insights.
COLLECT & VERIFY
We collect, store and verify all your static and dynamic data in one place,
providing proactive and reactive validation ensuring a golden source of truth.
ONBOARD & ENGAGE
We equip our distribution partners with an extensive selection of fund products
and market insights , all sourced from the same core data platform utilised by
our asset management clients enabling suitability and insight.
PLAN & RESEARCH
We enable the advice process by providing cashflow tools, risk profiling, and
research and portfolio building to enable better informed and personalised
investment decisions.
ADVISE & INVEST
We provide you with a range of tailored and managed investment strategies with
differing risk profiles and objectives to meet both your needs and those of your
clients
PRODUCE & DISCLOSE
We help you navigate market complexities and support efficient product packaging
for your target markets in EMEA and APAC, streamlining regulatory requirements
and investor reporting across borders.
HOW WE CAN HELP
SOLUTIONS THAT STREAMLINE INVESTMENT PRODUCT CREATION TO DISTRIBUTION
Our clients trust us as a golden source of data and intelligence to navigate the
complexity of working across markets in an ever-changing regulatory landscape
* ENABLE ASSET GROWTH
We support operational efficiency and cost management so asset managers can
maximise returns by accessing their chosen markets faster with fewer
obstacles
* REDUCE OPERATIONAL COSTS
With our open platform you can reduce operational costs and time to market
entry, driving efficiency and supporting investment product growth
* MANAGE REGULATORY RISK
We scan the horizon to deliver actionable insights to relieve the regulatory
burden for asset managers. For distributors, that means managing portfolios
more efficiently and in compliance with regulatory requirements
* LEVERAGE ACTIONABLE INTELLIGENCE
We enable market insights with verified information from our unique place in
the centre of the investment network
WHO WE SERVE
A PLATFORM TRUSTED BY PROFESSIONALS
ASSET MANAGERS
Streamline your middle office fund operations and global distribution through a
single technology platform powered by market leading fund data
* Asset Managers
* Management Companies
* Discretionary Fund Managers
* HOW WE CAN HELP
Asset managers operate in a dynamic environment, seeking to maximise returns
while mitigating risks amidst market volatility, regulatory changes, and tech
advancements. They face regulatory compliance, fragmented systems, complex
models, margin pressure, and the need to include sustainability in investing.
To support them, we offer a unified technology platform — the Fund
Information Hub — that streamlines data management and global fund
distribution, providing market insights and operational efficiency to meet
the industry's evolving demands effectively.
Solutions for Asset Managers
DISTRIBUTION NETWORKS
Drive more effective asset distribution through the power of integrated
technology, data and regulatory solutions
* Financial Advisers
* Retail / Private Banks
* Platforms
* Insurance & Pensions
* HOW WE CAN HELP
Expanding distribution capabilities is essential for asset managers' growth.
Distributors are also faced with increasing regulatory pressures and
operational risk through the distribution of investment products, key
investor information and digital tools to empower better investment
decisions. We simplify this journey by connecting both sides of the industry.
Our data feed, digital and research solutions ensure you consistently publish
accurate and timely information, leading to increased exposure and growth for
all parties involved.
We provide solutions supporting financial advisers guide their clients
through the complexities of wealth creation and management, platforms and
their ability to play a central role in asset managers' distribution
strategies, and life insurance and pension fund providers, along with banks,
that continue to remain key distribution channels.
Solutions for Financial Advisers
POWERING THE INVESTMENT INDUSTRY
We develop and deliver award-winning products and solutions backed by accurate,
trusted data
* 0
/ 50
TOP GLOBAL FUND MANAGERS
Rely on our data and technology
* 0
m+
PAGEVIEWS
Across all FE fundinfo proprietary platforms
* 0
+
MEDIA, BUSINESS AND TECHNOLOGY PARTNERS
Across Continental Europe, the United Kingdom and Asia
* 0
%
OF UK FINANCIAL ADVISERS
Who consume third-party research for fund selection use our software
WHY FE FUNDINFO
MEET YOUR GLOBAL INVESTMENT PARTNER
As trusted partners in investment management, we transform complexities into
opportunities for growth.
Our open platform is enriched with advanced technology and services to empower
asset management firms to simplify global market navigation by reaching
distribution centres and networks efficiently.
Our services relieve the pressures of processes such as product creation and
regulatory filing, document and template production, dissemination and
disclosure of information, thus enabling them to focus on what they do best:
driving asset growth, reducing costs and managing risks.
Find out more
WHAT OUR CLIENTS SAY
THE RIGHT SOLUTIONS TO MEET SPECIFIC NEEDS
Our collaborative partnership with FE fundinfo allowed us to create and
distribute over 55,000 PRIIPs KIDs in 22 languages so we could meet the new
PRIIPS regulatory obligation on time.
Dionne Smith
Global Head of Reporting Operations, Schroders
Contact us
CONNECT
* Get in touch
* Our offices
CAREERS
* Careers
* Latest Vacancies
OUR WEBSITES
* Trustnet
* fundinfo
* etfinfo
* Funds360
INFORMATION
* Legal and Policies
* FE fundinfo Privacy Policy
* FE fundinfo Cookie Notice
* Modern Slavery Statement
* Whistleblowing
* Sustainability
Copyright FE fundinfo 2024. All rights reserved. FE fundinfo is a trading name
of FE fundinfo Limited, registered in England & Wales (03672592).
Registered office: 13th Floor, One Angel Court, London, United Kingdom, EC2R 7HJ