FE fundinfo

A question for operations leaders at boutique asset managers: How much of your team's time last week went on work a system could have done? For firms still using manual spreadsheets and disconnected systems to manage fees and rebates, the honest answer is often uncomfortable. Skilled staff spend hours on data entry, reconciliation, and error-checking - tasks that add no strategic value and wear on engagement over time. The financial cost is real. Personnel costs for manual fee management typically run to between £300,000 and £450,000 per year. Error provisions can add a further £200,000. Source: FE fundinfo, A Total Cost of Ownership Analysis for Boutique Asset Managers But the opportunity cost matters just as much. Time spent on manual tasks is time not spent on the work that actually moves the business forward. This is a solvable problem. Our latest article explains how 👉 https://hubs.ly/Q04bl90K0 #FeeManagement #BoutiqueAssetManagers #Automation

CCI, PRIIPs, AIFMD II, SFDR II. Four major reforms. One very compressed timeline. But the volume of change isn't the real story. Writing in Investment Week, Helen Slater, Regulatory Manager at FE fundinfo, highlights how regulation is becoming embedded in operations, disclosure is going digital, and UK/EU divergence is creating real duplication for cross-border firms. Here's what it means in practice: https://hubs.ly/Q04dJysx0 #AssetManagement #Compliance #InvestmentManagement #Regulatory

41% of asset managers see regulatory changes as their biggest threat over the next three years. While most firms are struggling with compliance complexity, a small group is turning regulatory pressure into competitive advantage. The result: While others scramble to meet new requirements, they're already compliant and focused on growth. Read our latest blog to find out how: https://hubs.ly/Q04dwdkn0

100,000 followers! Thank you to our clients, partners and colleagues across 15+ countries who make up this community. It has more than doubled in the past 18 months, shaped by a shared interest in thoughtful, relevant insights across the investment industry. This week's milestone reflects the work of investment managers, wealth professionals and advisers operating in an industry defined by constant change, as well as the experts and teams who contribute their perspectives to the content we share. Through Nexus and the AI capabilities behind it, we're here to help you do exactly that - with confidence. Here's to the next 100,000! #100K #FinancialServices #InvestmentManagement #WealthManagement #Fintech #Nexus #AI

📢 Excited to announce that MAIA Asset Management's Model Portfolio Service is now available in the MPS Directory! MAIA's Smart Beta range spans five risk levels, from Cautious to Adventurous, giving advisers the ability to research, compare and assess their portfolios against peers using trusted, daily-validated data. "At MAIA, we are focused on providing excellent service to our IFA clients by delivering clear, unbiased information on our MPS proposition in a timely manner. Adding our portfolios to the MPS Directory allows IFAs to research, compare and assess our MPS proposition against its peers, using a trusted platform", said Simon Jackson, Investment Manager, MAIA Asset Management. Find out more about MAIA's portfolios in the comments below 👇 #MPS #FinancialPlanning #WealthManagement #FinancialAdvisers

Most asset managers are managing fund data the hard way. Here's what that's costing them. 60% of operations time spent on manual data tasks. Fund launches delayed by weeks due to fragmented processes. Regulatory exposure from inconsistent SFDR classifications and mis-stated fees. These aren't edge cases — they're the day-to-day reality for firms without a governed approach to product data mastering. At our upcoming Better Connected roundtable in Edinburgh, we're bringing together a small group of senior professionals to discuss how the industry is addressing this and what a modern, connected product master actually looks like in practice. 📍 Edinburgh | 📅 13 May ➡️Register your interest now: https://hubs.ly/Q049_bDz0 Tim Janes, Luke Hersov, Craig Driscoll, Matthew Winder #BetterConnected #AssetManagement #FundOperations #ProductData #FEfundinfo

Quant teams don’t need 'more' data. They need data that delivers.   Stable identifiers, robust history, survivorship-aware datasets and frictionless delivery are what turn portfolio data into signal.  Our latest whitepaper explores how hedge funds use deep portfolio data for research workflows.  Download now: https://hubs.ly/Q04d9BRz0

📣We will see you tomorrow at the LIA Managing Wealth Conference in Ireland. Our team will be on hand to show you FE Analytics — the platform trusted by 3,900+ adviser firms for fund research, portfolio analysis, and suitability reporting. Here is what you can explore on the day: Research 300,000+ funds and instruments from a single platform. Build and stress-test client portfolios with confidence. Generate robust suitability reports that demonstrate Consumer Duty compliance. Integrate seamlessly with 30+ back-office systems — no manual data re-entry required. No time to attend the event? Book a meeting with us now: https://hubs.ly/Q04d9xwj0 David Scholes, Conor Slater #LIAConference #FinancialAdvice #WealthManagement #FEfundinfo

Investment teams are still juggling spreadsheets, emails and siloed data. The Stream is changing that! Building an AI-powered research platform that brings internal research and external market data together in one place. With FE fundinfo’s Data Feeds API, their goal is simple: give investment professionals seamless access to the data they need, all within a single workflow. 🔹Less fragmentation 🔹More efficient research 🔹Better-informed decisions Read the full client testimonial to find out more: https://hubs.ly/Q04cjbgB0

🌍Last chance to join us: Better Connected Roundtable in Dublin There’s still time to register for our Better Connected Fee & Distribution Channel Management Roundtable in Dublin on 5 May. If manual work, limited transparency, and fragmented systems are holding your team back, this session will offer practical insights into modernising your approach. Expect a clear breakdown of how automation, standardisation, and end to end oversight can simplify even the most complex distribution networks. Don’t miss it — see how a smarter approach can reshape your operational efficiency. 📅 Dublin | 5 May |16:00 – 20:00 Register your interest now: https://hubs.ly/Q04bl8qm0 Steffen Ahlers, Marina Corghenci, Tom Martin, Daniel Jones