FE fundinfo
@FEfundinfo
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Leading financial data company connecting the asset management industry to distribution networks.
London
Joined May 2012
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📢We are proud to announce that we have won the award for "Best ESG Fund Rating Data Provider", at the 3rd annual
@ESGInsight
Awards 2024, voted for by the audience of ESG Insight.
Thank you to all who voted for us!
#ESGIAwards
#ESG
#SustainableFinace
#FEfundinfo
#ESGAwards
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Pleased to say that last night FE Analytics won the 'Leading Independent Planning Tool Provider' award at
@AberdeenUKPA
4 years in a row!!!!
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Would you like to demonstrate your expertise on the UK's most popular research tool? Speak to us about becoming
#FEAnalyticsCertified
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Today FE fundinfo has acquired market leading cashflow planner, CashCalc. The deal will enable a more seamless customer journey, leading to better advice outcomes.
#investing
#financialadvice
#BetterConnected
#BetterInformed
(
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Today we are delighted to announce the appointment of David Blumer and Hamish Purdey as our new
#chairman
and
#CEO
- Both David and Hamish are
#industry
leaders in
#fund
management and
#technology
. Welcome to FE fundinfo!
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We're feeling very proud at FE today! We've won the 'Leading Investment Research, Rating & Data Provider' award at the
@Schroders
Platform Awards last night!
@SchrodersUKPA
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Today (28th October), FE fundinfo has launched as a global
#fund
#data
provider, following a merger between FE, fundinfo and F2C.
Find out more about how we are helping the
#investment
industry across the globe:
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If you see our FE taxi whizzing around London, tweet us pica 2 win a crate of sparkling wines from around the world!
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We are delighted to announce that FE Invest was named the Best Model Portfolio Service at the
@Profadviser
Awards last night! A big congrats from FE to all the other winners. 🏅
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We're at the
#CTG2019
@IntellifloLtd
conference in Manchester today . We can 'Change Your Game' with our award winning investment research tools & model portfolio services. Come see Tony & Saj at stand B14!
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Today we are delighted to welcome Zenith Investment Partners to the FE fundinfo group!
The deal brings together two of the leading investment research and fund ratings providers in Europe and APAC:
#investing
#funds
#data
#technology
#research
#M
&A
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Fascinating to hear all the insights today at the
@Profadviser
#PA360
conference and to see a fantastic turnout of the adviser community.
We look forward to speaking with you all at our booth. Please do come over and say hello to the team.
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Introducing the FE taxi! Cheering up Londoners one road at a time!
#londontaxi
#FEtaxi
#brightyellowtaxi
#happy
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A double congratulations to Eric Holt from
@RoyalLondon
who won overall Best Alpha Manager & Best Strategic Bond Alpha Manager at the
#FEAlpha19
Awards hosted at the beautiful
@lsostlukes
.
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FE Analytics voted Leading Independent Planning Tool at
@SchrodersUKPA
. A big thank you to our users for voting for us! - KD
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FE is at the
@QuilterCheviot
roadshow event today in Birmingham. We are looking forward to introducing Advisers to some exciting new features on FE Analytics, such as the Ex Ante Costs & Charges calculator!
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Introducing the ‘Another Adviser Podcast’, where Rob Gleeson CIO FE Investments talks about the real issues facing Financial Advisers. In episode one, Rob is speaking with Ray Adams Founder of CashCalc and Chairman of Niche IFA. Click here to watch:
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Congratulations to our winners and all of the nominees. A phenomenal achievement. We hope to see everyone again next year.
#alphamanagers2022
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1
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Ray Adams, Founder of
@CashCalc
and Edward Margot
@FEfundinfo
Investment Strategist spoke at the
@pfsconf
discussing the value of client self on-boarding and the role technology plays in creating a simpler adviser experience. 🤝
0
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We always love to receive enhancement requests for
@FE_Analytics
. If you have any ideas on ways to improve the user experience, just tweet!
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Based on client feedback: We are pleased to announce that we are currently working on a Ex Ante Cost Calculator within FE Analytics! Read more:
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"Sustainability disclosures cannot ignore Consumer Duty" writes FE fundinfo's Regulatory Manager, Mikkel Bates in this new
@ESGClarity
article.
Read more here:
#FundManagers
#FundDistributors
#FinancialAdvisers
#ESG
#ConsumerDuty
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FE on the shortlist for 'Best Compliance & Regulatory Solution' and 'Best Thought Leadership Paper'
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Yes, that's right! This week, we launched the FE Analytics+ Ex Ante Costs & Charges Calculator on FE Analytics. Simply look under the menu drop down to find the tool.
#suitability
#investmentsuccess
#loginnow
I think
@FE_Global
have just made my year!!!
#paraplannerheaven
#mifidIISaviour
#getin
#getyourgeekon
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Our team are at the
@IntellifloLtd
Connected 2022 event today ready to answer any questions you have about our integration, data, MPS and cashflow planning solutions. Make sure to drop by the FE fundinfo stand and say hi!
#intelliflo22
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We are delighted to announce Liam Healy has joined our leadership team as Chief Executive Officer.
Read the full press release here:
#Welcome
#ChiefExecutiveOfficer
#FEfundinfo
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We are delighted to be joined by Futurist Tom Cheesewright (
@bookofthefuture
) and other industry experts at our upcoming adviser event, where we will ask if the integrations challenge is holding back advice firms.
➡️ Find out more:
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We are at the
@_moneymarketing
Interactive event today - come say hello is you are around. #
#MMInteractive
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We are excited to be at the first day of the
@ProfAdviser
Smarter Business roadshow in Harrogate! Looking forward to hearing from some interesting speakers including our own
@RayNiche
and discussing how we can bring greater insights to an adviser’s process.
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We are delighted to have been named the leading Investment Research, Ratings and Data Provider at the 2021
@SchrodersUKPA
#awards
!
Thanks to all the
#advisers
who voted for us & we look forward to supporting all your research needs now and in the future!
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Come and say hi to us at NextWealth Live 2023 where we'll be discussing the the future of retail investing.
#FundManagers
#FundDistibutors
#NextWealthLive
#Platforms
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What are the prospects for greater efficiency and
#automation
in the
#advice
industry? Our Chief Executive
@hpurdey
spoke with
@dw_jones
about our acquisition of
@CashCalc
and how we are leading on integration for financial advisers:
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FE provides new approach to calculating the impact of all costs on portfolio returns.
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We are delighted to see our very own Hamish Purdey, FE fundinfo CEO, will be a panellist for the 'CEO Big Debate Panel',
@Next_wealth
's live event: 'Reimagining retail investing' on Tuesday, 22 March at the Royal Institution.
#wealthmanagement
#fintech
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FE is delighted to have taken home the 'Leading Funds Data Provider' award at the Schroders UK Platform Awards last night
@SchrodersUKPA
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FE reveals first risk-targeted multi-asset funds on Approved List: coverage from
@InvestmentWeek
@Jayna_Rana
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We are very excited to tune into
@InvestmentWeek
's 25th Fund Manager of the Year Awards live broadcast today!
#FMYA
Looking forward to finding out who wins!
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A colleague baked this for their 2nd work anniversary. And in true (excitingly) geeky FE style - it was themed... :)
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Only two weeks until
@profadviser
#PA360
. Ray Adams will be involved in a panel, discussing how financial advisers can get the most from their technology stack.
See Ray's speaker profile here:
Register here:
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We are at the
@IntellifloLtd
conference today. Come say hello and have cuppa with us!
#ctg2017
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It's a wrap! Thank you to everyone who attended our Adviser Roadshow. We hope you've enjoyed the experience as much as we have. A big thank you to our speakers and team.
Tim Richards, Ray Adams, Toyosi Lewis, Dan Middleton and Catherine Makin, Mark Beschizza & Rob Gleeson 🙌
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Congratulations to Lee McGuinness, Client Services Manager at
@SatisWealth
who successfully passed our FE Analytics Exam! Find out more about how
#analytics
can help your
#business
through our
#training
academy:
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As part of
#MentalHealthAwarnessWeek
@Fresch_Coffee
has been donating £1 to
@MindCharity
for every smoothie brought by FE staff today.
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Delighted to welcome back our
@FEfundinfo
colleagues today, relaxed and recharged after an extra day of company holiday. Warm thanks again to our teams globally for their hard work and dedication over the past few months!
#FEfundinfOOO
#outofoffice
#proudemployer
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We are incredibly proud for our FE Investments team to be finalists at the
@Profadviser
#PAAwards22
for 'Best Model Portfolio Service' and 'Best Ratings/Research Service for Advisers'. Fantastic to have
@CashCalc
as a finalist for 'Best Technology provider' as well!
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It's the London
@FE_Analytics
#FEForum
today. We're here to 'connect, learn and implement'!
http://t.co/5hnGbIfTJK
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Standard Life Investments, Premier AM, Invesco Perpetual and Henderson Global topped the board with the most 5 FE Crown rated funds- 11 each
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This week, along with
@SquareMileICR
we launched a
#fund
dashboard to help
#financial
advisers with their fund selection.
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📢 BoE holds rates at 5.25% again:
Charles Younes, Deputy Chief Investment Officer at FE Investments, reacted to The Bank of England's announcement to hold interest rates on both
@FTAdviser
and
@IFAMagazine
.
➡️ Read below:
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FE has announced today the fund managers that have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards
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We're at the
#CTG2019
@IntellifloLtd
conference today. We can 'Change Your Game' with our award winning investment research tools & model portfolio services. Come see Tony & Andy at stand B2.
0
0
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Refer an adviser or paraplanner for an
@FE_Analytics
demo and we'll send you a case of champagne! Click here:
http://t.co/9ofLEPaor0
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FE Analytics has won the 'Best Research Software' Award at the
@ProfParaplanner
Awards last night! Congrats to all the winners from FE - KD
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Congrats to this week's
#FEAnalyticsCertified
users - Dominic Tryczynski from
@LIFTFinancial
& James Elliot from eVest Limited 🏆
#HAPPYFRIDAY
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We are at the
@ThesisAM
conference today at Winchester. Presentations by
@rorypercival
and
@AJBellMike
amongst others.
#thesisevents
- KD
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In an environment of contracting markets, ‘ESG’ investing continues to be an area of growth and focus for the industry at large. Download our ESG Investing white paper for a full rundown of its history, regulations and criticisms raised to date.
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This month, our colleagues in Poland have nominated the Bright Goal Association!
The Bright Goal Association provide comprehensive assistance to children with cerebral palsy and other disorders.
➡️ For more information:
#Poland
#Charity
#FEfundinfo
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FE GFR Director, Martin Neason explains all about the day to day and industry wide challenges of cross-border funds registration that he and his team face.
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.
@marco_vallone
Here are our cool iPhone stands (iPhone not included). We'll send a few your way!
http://t.co/XMsgUlNZlI
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Looking to compare a fund's performance or its ratios against the sector? Use the fund within sector bar chart!
http://t.co/KM3LLSYiO0
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Advisers, why not power your investment advice this New Year with FE Analytics+? Find out how we can help :
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📢 Fed keeps US interest rates on hold:
Charles Younes, Deputy Chief Investment Officer at FE Investments, analysed the effects of the unanimous vote on both
@IFAMagazine
and
@WealthDFM
.
➡️ Read below:
#FinancialAdvisers
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This year for
#IWD
, our global offices are united in continuing to drive positive change and
#EmbraceEquity
across the organisation.
We value diversity and understand that by combining our differences, we're more innovative, resilient, and able to make better decisions.
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Do you use model portfolios? Have you ever wanted to display these on your website? Use our adviser webtools!
http://t.co/OvvHuQmsBN
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We are very proud to announce that FE fundinfo Chennai, has won the Tamil Nadu Best Employer Brand Award 2019. A huge congratulation to our teams for winning this for the second year in a row!
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We’ve won at the
#MegaBuyte50
awards! Thanks to everyone who saw the power of FE fundinfo’s software and MegaBuyte for hosting a brilliant evening.
#BetterConnected
#BetterInformed
#Awards
#Fintech
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In 2022 alone, FE
@CashCalc
integrations saved advisers from re-keying over 300,000 items of client information, saving time and increasing accuracy.
Integrate your FE
@CashCalc
account and get
#BetterConnected
today:
#FinancialAdvisers
#BackOffice
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Have you registered for the
#ALFIGlobal21
? The virtual conference will be held 21-22 September 2021, bringing together fund distributors and asset managers from around the globe! Book now:
@ALFIfunds
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The
#FEResearch
Weekly Market Commentary Report is out, with updates on the UK, US and EU. To all our subscribers, please check your inbox!
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All four of our model portfolio services for advisers – Hybrid, Mosaic, Responsibly Managed and Income – are now available through Dynamic planner. Learn more:
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Breakfast Briefing 28th February 2018: Changes to German investment tax laws.
Join us to hear from Juliette Gill, LL.M, lawyer & senior consultant at Warth & Klein Grant Thornton, as she explains its implications.
Register here
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The
@Next_wealth
Sustainable Investing Tracker Study 2022, sponsored by FE fundinfo is now available for download. Find out how financial advisers are integrating ESG considerations into their businesses with the help of
#FE
Analytics.
Download now:
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The UK’s proposed regulatory reforms on
#MiFID
II and
#PRIIPs
: A new report on transparency disclosure rules could have an impact on PRIIPs. Our
#Regulations
Manager Mikkel Bates takes a look at what these changes could mean for asset managers:
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We are delighted to have been awarded the highest 5-star ranking in two categories at the FT Adviser Awards!
Thank you to everyone who voted for us in each respective category.
#betterconnected
#betterinformed
#investing
#financialadvice
#awards
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We're busy setting up at the Copenhagen
@fundforum
global investment management event! Come & say hi to Nick & Axel at stand 40, and find out about our award winning investment research tools & model portfolio services.
#fundforum
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Join us tomorrow as our
#BetterConnected2021
client conference continues in
#Spain
! Register here: We're providing a platform for leaders in fund management & distribution to connect, collaborate & cross-pollinate ideas on key drivers of industry growth.
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We are feeling super proud today! 🎉 We won 'Best Model Portfolio Service' & 'Best ratings/research service for advisers' at the
@Profadviser
Awards last night.
A massive thank you to all of our clients who use our products & services
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Congrats to
@garryhale
for winning our PFS competition. An iPhone6 is on it's way to you now!
http://t.co/WT228T1xmN
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We are delighted to see our very own Hamish Purdey, FE fundinfo CEO, will be a panellist for the 'CEO Big Debate Panel',
@Next_wealth
's live event: 'Reimagining retail investing' on Tuesday, 22 March at the Royal Institution.
#wealthmanagement
#fintech
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2
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There is no doubt that 2020 was a year unlike any other. While many have marked last year as the worst in history, it was a defining one for
#FinancialAdvisers
. Join us today at 11am (BST) to uncover the key insights from our Financial Adviser Survey 2021
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We're very excited to be sponsoring the
@IntellifloLtd
Connected event later this week. Our team will be there to talk to you about any questions you may have. We look forward to seeing you there!
#intelliflo22
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A massive congratulations to Charles & Tanvi from our Research Team for winning the Trailblazer Standard Award last night
@Grosvenor_House
!
#IWTrailblazerAwards
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We are pleased to announce that Carla Gardner from
@SF_FamilyOffice
is now FE Analytics Certified! Congrats Carla 🏆
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We are pleased to announce that today FE fundinfo completed the acquisition of Fundsquare, the leading Luxembourg-based fund registration and regulatory services provider.
#M
&A
#FundManagers
#FundDistributors
#FundRegistration
#Regulatory
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Today's FE Breakfast Briefing on Changes to German Tax laws and their implications is under way.
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