Calculate & Enrich
We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.
Navigate complexity with confidence
We build the data bridge between asset managers and distribution networks that connects the investment industry
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
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 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
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.
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
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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
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Reduce operational costs
With our open platform you can reduce operational costs and time to market entry, driving efficiency and supporting investment product growth
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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
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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
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
Drive more effective asset distribution through the power of integrated technology, data and regulatory solutions
- Financial Advisers
- Retail / Private Banks
- Platforms
- Insurance & Pensions
Powering the investment industry
We develop and deliver award-winning products and solutions backed by accurate, trusted data
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40 / 50
top global fund managers
Rely on our data and technology
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122 m+
Pageviews
Across all FE fundinfo proprietary platforms
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300 +
media, business and technology partners
Across Continental Europe, the United Kingdom and Asia
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80 %
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.
WHAT OUR CLIENTS SAY
The right solutions to meet specific needs
FE Investments were able to build a solution that met our specific needs. In collaboration, we designed unique Clear Cut portfolios to a target ongoing cost and with a discount based on AUM so we can continue to ensure our clients get good value. We were also able to input into what is included in bespoke client facing documents that help engage our clients.
Charlotte Jamieson
Chartered Financial Planner, Clear Cut Financial Planning
