Case Studies

How can managed account providers make their products more compelling to advisers to leverage the continued growth and adoption of these investment solutions?

This indicative timeline can help businesses ensure that they will be on track to meet their regulatory obligations in time for the deadline.

FE fundinfo partnered with leading Australian financial services provider to produce automated managed portfolio factsheets and bulletins.

Davy Global Fund Management (DGFM) provides management company services to global asset managers who establish funds in Ireland and Luxembourg.

When Toby Cole, head of Henderson’s UK broker desk, subscribed to FE Analytics to support his sales team, it was an easy decision to take: most of the team’s IFA clients and prospects were already using FE Analytics

When Chris Walklate, Product and Proposition Manager for Wesleyan, revamped the company’s online fund centre, he was looking for something high impact that would showcase Wesleyan’s funds and ‘bring the data to life’ for Wesleyan’s customers. He selected FE fundinfo's Digital as the means to achieve this

Jemma Gosling, senior marketing manager for BNY Mellon Investment Management, explains how a unique content partnership with Trustnet is helping her to increase levels of engagement with IFAs and wealth managers and promote understanding of the firm’s multi-boutique model.

FE fundinfo Report Production - helping EdenTree IM to demonstrate that ‘profit with principles’ can be achieved through strong performance