Calculate & Enrich
We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.
From data to decisions, we lead the way
We reduce cost, enable growth and help you manage risk by getting the right information to the right place at the right time
HOW WE CAN HELP
Actionable insights for the investment product lifecycle
In a complex industry, our clients use our end-to-end platform to access consolidated data and information to provide actionable intelligence that drives better outcomes
Streamlining investment success
Our platform is at the heart of the investment product lifecycle, connecting asset managers and distributors, through our golden source of data and intelligence, reaching both individual and institutional investors globally. By using top advisory and wealth channels, we facilitate a continuous flow of market insights, being your trusted source for investment solutions.Â
We enrich that information with analytics, performance indicators and calculations to support regulatory requirements as well as market quantitative and qualitative insights.
We equip our distribution partners with an extensive selection of fund products and market insights , all sourced from the same core data platform utilised by our asset management clients enabling suitability and insight.
We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.
We provide you with a range of tailored and managed investment strategies with differing risk profiles and objectives to meet both your needs and those of your clients
Streamlining investment success
Our platform is at the heart of the investment product lifecycle, connecting asset managers and distributors, through our golden source of data and intelligence, reaching both individual and institutional investors globally. By using top advisory and wealth channels, we facilitate a continuous flow of market insights, being your trusted source for investment solutions.Â
Collect & Verify
We collect, store and verify all your static and dynamic data in one place, providing proactive and reactive validation ensuring a golden source of truth.
Onboard & Engage
We equip our distribution partners with an extensive selection of fund products and market insights , all sourced from the same core data platform utilised by our asset management clients enabling suitability and insight.
Plan & Research
We enable the advice process by providing cashflow tools, risk profiling, and research and portfolio building to enable better informed and personalised investment decisions.
Advise & Invest
We provide you with a range of tailored and managed investment strategies with differing risk profiles and objectives to meet both your needs and those of your clients
Produce & Disclose
We help you navigate market complexities and support efficient product packaging for your target markets in EMEA and APAC, streamlining regulatory requirements and investor reporting across borders.
HOW WE DO IT
Our differentiated approach
Solutions to reduce your main challenges
We work alongside our clients to provide the right solutions to create the conditions for asset growth and operational efficiency by generating insight and removing friction and fragmentation.
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Cost
When the logistics of verifying your investment data and getting to market is costing you precious time and capital.
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Complexity
When the process of verification and dissemination requires an increasingly complex system of tools.
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Compliance
When you need resources and insight to meet compliance requirements across markets.
Connecting data with purpose
We are the investment industry’s trusted partner for the data and processes to make strategic decisions
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250 k+
Share classes
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4 .3m+
Prices collected/month 99.5% of which are automated
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100 k
Active funds
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2 .4m
Static values checked and updated per month
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1 m+
Documents collected/month 600K+ documents produced per year
Trusted by our clients
With our heritage as a leader in accurate financial data, we are the vital link between asset managers and distribution networks across the UK, Europe and Asia Pacific
We serve 100% of the top 10 and 60% of the top 100 asset managers by Asset Under Management (AUM) globally.
We actively distribute their output to our vast network of 300+ data partners and institutions such as data vendors, platforms or banks as well as 4,200+ financial advisers.
FE fundinfo is a proud founding member of openfunds and ISO certified: ISO 27001 Information Security and ISO 9001 Quality Management.
Trusted by the industry
WHAT OUR CLIENTS SAY
Essential solutions to meet your everyday challenges
FE Investments were able to build a solution that met our specific needs. In collaboration, we designed unique Clear Cut portfolios to a target ongoing cost and with a discount based on AUM so we can continue to ensure our clients get good value. We were also able to input into what is included in bespoke client facing documents that help engage our clients.
Charlotte Jamieson
Chartered Financial Planner, Clear Cut Financial Planning
