FE fundinfo

❗Findings from our Asset Managers Report 2024 released today reveal that 79% of asset managers recognise the growing importance of data intelligence in driving asset growth and transforming operating models. With regulatory changes, pressure on margins and costs as well as technological disruptions at the forefront, how are asset managers planning to navigate these challenges? ➡️ Discover more about how technology and data are reshaping the asset management industry in our recent research report: https://hubs.ly/Q02D8rR00 #AssetManagement #TechInnovation #DataIntelligence

❗Asset Managers, are you re-evaluating your fund reporting model amidst regulators going more digital? Before you take action, read our latest article on the hidden cost of open access tools. Discover how FE fundinfo's Regulatory Filing & Reporting (e-file) solution can streamline your processes and unlock efficiencies. With decades of experience and continuous development, e-file offers comprehensive functions that support smooth periodic reporting and regulatory compliance across multiple jurisdictions. ➡️Read the full article to explore the right fit for your business: https://hubs.ly/Q02Nz5rN0 #AssetManagement #FundReporting #RegulatoryCompliance #FEfundinfo #efile #Luxembourg #FinancialServices #eFileSolution #opensource

📢 We're delighted to announce that FE fundinfo is a sponsor at this year’s Swiss Fund Day on 10 September in Zurich. Mario Gloeckner, Stefan Paulus, Joel Vogt, David Bower and Josef Molvidsson are looking forward to connecting with clients and business partners to share ideas and foster collaboration. If you're attending, let's connect and make the most of this event! ➡️Save your spot here: https://hubs.ly/Q02Nz7GF0 #SwissFundDay #FEfundinfo #Networking #InvestmentManagement #MeetUsInSwitzerland

📢 One Month, One Country, One Charity. This month, our colleagues in Hong Kong have nominated Children’s Cancer Foundation. The Children’s Cancer Foundation provides comprehensive support services to children with cancer and their families, including medical, emotional, and financial assistance. ➡️ For more information: https://hubs.ly/Q02NmdJd0 #HongKong #Support #Charity #FEfundinfo

❗Navigating the complex regulatory landscape as an asset manager can be quite overwhelming, especially with regulations like AIFMD and PRIIPs constantly evolving. Regulators will keep updating their requirements, making a reliable partner in regulatory compliance management vital. In our latest article, we delve into the “Five reasons why you should take a look at e-file” highlighting why this robust solution is invaluable for asset managers looking to stay ahead in compliance. From complete transparency and cross-border capabilities to proactive responses to regulatory changes, e-file not only simplifies your BAU but also offers long-term cost optimisation. Discover why FE fundinfo’s e-file remains the superior choice for navigating the ever-changing landscape of European fund reporting. ➡️Read the full article here: https://hubs.ly/Q02NlXG80 #AssetManagement #FundReporting #RegulatoryCompliance #FEfundinfo #e-file #Luxembourg #FinancialServices #eFileSolution #opensource

❗10 days to go. Advisers - fund data is the foundation of your advice, but it can often be difficult to access, analyse and communicate this data effectively and efficiently to your clients, whilst keeping up with a changing regulatory landscape. Join our experts David Scholes and Birgit Partin at our upcoming webinar on 12 September, where we will demystify fund data and show you how we can help you leverage it for your business needs. ➡️ Register now: https://hubs.ly/Q02Nhwsg0 #FinancialAdvisers #Compliance #FundData #InvestmentResearch #FinancialPlanning #Webinar

❗Navigating language and localisation in fund factsheets. Effective communication across languages and cultures is crucial for asset managers, but producing multilingual factsheets presents significant challenges. From translation to intricate localisation, ensuring accuracy and cultural relevance can be complex and time-consuming. ➡️Read our latest article to learn how we can help you overcome these challenges and expand your global reach: https://hubs.ly/Q02NhqQD0 With FE fundinfo's Factsheets production solution, you can extend your global reach without the burden of managing complex multilingual documentation processes internally. #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #FEfundinfo #OperationalEfficiency

Today, asset managers are in a perfect storm – balancing constant regulatory change, technological disruption, and evolving client expectations in an increasingly margin-compressed environment. FE fundinfo's latest research revealed that 41% of asset managers see keeping up with regulatory changes as the top threat, reflecting the increasing complexity and volume of regulations that firms must navigate. Close behind, 39% pointed to cost pressures, emphasising the need for operational efficiency in a competitive market. In this live webinar, in partnership with Funds Europe, a panel of industry experts including, Joerg Grossmann Chief Product Officer, FE fundinfo, Brian Blanchard, MBA, Conducting Officer, AllianceBernstein Luxembourg & JANIN STEPHANE Head of Global Regulatory Affairs, AXA Investment Managers, will reveal: - Long-term strategies for cost reduction while meeting regulatory demands; - Tech-led solutions for streamlining regulatory compliance; The role of data standards and templates; - How to break free from Excel and minimise risk for cross-border fund distribution and more! ➡️Register now for this webinar on 3 September at 10 AM BST / 11 AM CET https://hubs.ly/Q02N7R3z0 #AssetManagement #Complaince #Webinar #FEfundinfo #FundsEurope #AllianceBernsteinLuxembourg #AXAInvestmentManagers

Join us for our Tailored Investment lunch and learn series! We will address two critical challenges in investment advice: demonstrating fair value and mitigating unwarranted risks in fund selection. With the FCA closely monitoring the industry, it's more important than ever for firms to focus on these areas. Key Topics: - Enhancing Client Value: Discover how actively designing tailored investment solutions can add significant value for your clients and lead to better outcomes. - Best Practices in Fund Selection: Learn effective strategies for de-risking fund selection. - Case Study Tailored Solutions: Hear how some of our partners have successfully navigated fund selection and value challenges through collaborative investment propositions. ➡️ Sign Up Here: https://hubs.ly/Q02M_sSD0 CPD Available #FCA #FEInvestments #Event #FundSelection

❗Don’t miss out on our roadshow series in Ireland! Discover how our cutting-edge technology and data solutions can transform your cashflow forecasts, risk profiles and portfolio reports. Key Topics: - Best practices for cashflow forecasting - Understanding, assessing, and educating clients on their capacity for loss and Attitude to Risk - Building your own Attitude to Risk Questionnaire - Fund research and reporting with FE Analytics ➡️Sign Up Here: https://hubs.ly/Q02MRYgM0 CPD Available. We can’t wait to see you there! #FinancialAdvisers #Roadshow #FinancialAdvice #Event #FEAnalytics