A wealth of information
Access to over 300,000 financial instruments including Unit Trusts & OEICs, Investment Trusts, pension funds, ETFs, VCTs and original fund documentation including factsheets, annual reports, prospectuses and KIIDs.
Research and analysis
Use our extensive fund coverage to research and analyse funds. Conduct full sector analysis with ranking to see where your proposition stands; view scenarios where different funds may complement other investments to form a winning portfolio.
Our Custom Report Builder enables you to choose from 150 data fields to tailor a report to your exact requirements. You can use a wide variety of data presentation tools to conduct portfolio comparisons and compare projected returns. All charts, tables and reports can be exported to PDF or MS Excel and can be customised.
We have specialists who provide extensive ongoing training and support to all our clients. The support team are available by telephone, email and live chat.
Put alerts on funds you want to track for any major performance, ratings or capital event changes. You can also see the most bought and sold funds within different sectors and find out where investors are seeing value.
This web-based tool can be accessed easily from any location. There is no need to install any software. It also integrates with most back-office systems which allows you to import any portfolios you may like to analyse.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
Watch the Better Connected: FE fundinfo Client Conference 2021
The Better Connected Client Conference 2021 conference was delivered via a series of live interactive webcasts from 24th February to 29th April, bringing together FE fundinfo’s network of leading fund managers, distributors and business partners.
Click below to catch-up or revisit the wealth of industry insider knowledge from some of the industries leading experts.
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
Thriving Through Turmoil
How have Financial Advisers navigated a year of unprecedented change?
Discover the key insights from the 2021 FE fundinfo Financial Adviser annual survey.