FE fundinfo
HQ Address
30 Great Pulteney Street, London, W1F 9NN, United Kingdom
Website Address
Business introduction
Making the funds industry: Better Connected. Better Informed.
Every day, millions of people rely on us to make investment decisions
Better Connected. Better Informed.
With more than 1,000 experts working from over 15 countries around the world, we believe in bringing trust, connectivity, and innovation to the fund industry.
We give our clients and partners the confidence to make the best possible choices, by accessing accurate and timely information anywhere, at any time. Because of the quality of our data and our extensive network, we are uniquely positioned in the investment industry.
FE fundinfo Solutions
Data & Document Dissemination
Quick and efficient distribution of your fund data We enable fund companies to deliver fund data in a single batch to FE fundinfo. Our cloud-based datafeed platform then ensures your distribution partners always receive your latest quality-controlled fund information, such as daily fund prices, static data, fees and charges, MiFID II......
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view solutionData & Document Feeds
Fund data how you want it Simple web-based dashboards allow you to customise your feed. Whether it’s for regular reports, building your own web tools or for use in pre-designed charts. Our range of cost-effective fund data feed services are fully scalable and configurable. Extensive coverage Our extensive database of funds and the......
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view solutionDigital Solutions
Up-to-date fund information on your website Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website. Customised to your business Our digital tools for advisers can be customised to match your brand, fund......
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view solutionESG & SFDR Reporting
Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats. Comply with new ESG disclosure rules of the SFDR Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows......
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view solutionEuropean Facilities Service
The Cross Border Distribution of Funds (CBDF) regime introduced major changes to the marketing of funds in Europe. These changes aim to reduce the regulatory barriers associated with selling and distributing investment funds across different jurisdictions in Europe. For fund managers, one of the key, and perhaps most beneficial changes, was......
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- Business Establishment & Support Services
- Compliance & Regulatory Services
- Sales & Marketing Support
Factsheet Production
Designed around you Investors rely on fund fact sheets to provide key fund information in a succinct and easy to understand format. Our configuration tool enables quick development and design of your documents, true to your brand guidelines. Your marketing documents can be produced in multiple languages to comply with local......
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view solutionFE Analytics
Improve your advice outcomes FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment propositions to your clients. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs,......
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view solutionFE Analytics & FinXL
Wealth of data at your fingertips The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Microsoft Excel add-in. Market leading analytical functionality FinXL can......
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view solutionFE CashCalc
We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the......
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view solutionFE Investments
Combining expertise in risk management and data insight Our award-winning managed portfolios are driven by data insights in order to construct robust portfolios that fit a range of client needs and objectives. The risk-targeted portfolios are designed to have a diverse investment base in order to manage risk and reduce the......
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FE Onboard
Our secure Portal enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together. How much could you......
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view solutionFE Trustnet
Analyse the UK’s main investment vehicles FE Trustnet facilitates the analysis of unit trusts, OEICs, investment trusts, equities, offshore funds, ETFs, passive funds, structured products and life and pension funds. More insight at your fingertips You can access information about FE fundinfo’s comprehensive, independent ratings through the Trustnet site....
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view solutionGlobal Funds Registration
Work with experts We have delivered cross-border solutions in over 70 jurisdictions for our clients. The team, including our regulatory experts, has the requisite expertise to be able to steer you around the complexities of the cross-border registration process. Improve efficiencies and reduce costs We will handle all the administrative burden normally associated......
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view solutionInvestegate
In addition to rolling coverage of regulatory and non-regulatory announcements, Investegate also provides complementary market and stock news from partner site BusinessFinancialNewswire, and allows you to create alerts list of stocks and alerts to ensure that you are aware whenever a new announcement is released. Investegate is designed specifically for professional......
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view solutionpubliFund
Manage your fund from launch to closure The publiFund platform creates a central hub of data and documents by connecting the whole ecosystem of a fund. This means you can efficiently manage the running of the fund throughout its lifecycle. One stop shop for fund data management publiFund connects you with a wide......
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view solutionRatings & Eco-labels Screening
The proliferation of ESG and sustainable funds in recent years has led to a flood of ESG ratings entering the market with little correlation between what is being measured. The increasing divergence of ESG ratings and pressure to validate a fund’s ESG credentials also places fund managers at risk of......
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view solutionRegulatory Data Templates
Simple and effective We are data collection experts and can work with your business without you needing to change any of your systems or processes. Accurate and timely Our ISO accredited processing teams check and validate all the data as part of the collection process to ensure it is correct, thereby improving accuracy......
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view solutionUCITS KIDS/PRIPS KIDS
Reduce compliance risk Since the introduction of PRIIPs (Packaged Retail Investment and Insurance-based Products) Regulation and the UCITS (Undertakings for the Collective Investment in Transferable Securities) Directive, the challenge is still at large for fund managers producing and maintaining key information documents for investors. Constant regulatory review and inherent market fluctuations......
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view solutionWeb Publishing
Drive traffic and awareness Align your brand with the most widely used fund research portals in the world. Factsheets on our publishing sites get over 2 million views a month. As a subscriber, your factsheets will be fully displayed increasing your exposure and giving your core audience the information they want. Publish......
