European PRIIPs Template | Fe Precision+ for Asset Managers and Institutions

Meet your regulatory challenges and reduce your risk through our European PRIIPs Template solution

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We will collect and enrich your data, undertake complex calculations and send the report where it is needed, when it is needed. This ensures that you meet your regulatory requirements at all times, reducing reputational and compliance risks, and associated costs.

Overview 

The new European Union regulations on packaged retail and insurance-based investment products (PRIIPs) poses new and daunting challenges for asset managers. While the objective of the new regulation (to increase transparency), is laudable, the implementation of it is fraught with difficulties. Asset managers will have to undertake the collection of large amounts of data, run complex calculations and then distribute these to the relevant firms. All this will have a significant impact on the overall operations and costs of asset managers.

Partner with FE to meet your regulatory requirements

In order to ease the burden on asset managers and to help you deal with these new regulatory challenges, FE has launched the Precision+ European PRIIPs Template (EPT) service. It’s truly an end-to-end service, pulling together our capabilities in data enrichment, dissemination and regulatory compliance.

Key Benefits

Speed to market

We have a calculation engine in place already, to produce the information currently required by the PRIIPs regulation for the performance scenarios and summary risk indicators (SRI), based on fund price volatility. This means that we are in a position to offer a more comprehensive EPT solution than other providers, and sooner. We ae also well placed to adapt to any future changes to the regulatory technical standards (RTS),


Data enrichment

Data is at the core of everything we do at FE and we pride ourselves on the quality of our data. With regards to the EPT solution, we will undertake a data enrichment project which includes calculating various performance (return scenarios, excess kurtosis, sigma, etc.), and risk measures (SRI, VaR-equivalent volatility, etc.).


Flexibility

Our EPT solution is completely flexible to suit your requirements. You can either take our core proposition – including data collection and enrichment, calculations, EPT dissemination, and reporting, or opt for a modular solution based on your specific needs.

Key Features

FE Precision+ EPT solution is composed of three key elements:

1) EPT calculation and creation

We will collect the relevant data using a simple pre-existing template and run complex calculations to include the creation of performance scenarios, volatility calculations, summary risk indicators, etc., as required by the EPT.


2) EPT dissemination

We will help you identify who you need to send this data to and we will send it out for you in a timely and accurate manner.


3) Reporting/control panel monitoring

You can track and monitor who the data has been sent to through our control panel, ensuring complete transparency and regulatory compliance.

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Questions?

We're always ready to answer your questions. Call us to find out how we can deliver your European PRIIPS Templates.

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