Steps that forward thinking asset managers take after they’ve created a static data product master
So you have mastered your static product data - congratulations! You’re now one step ahead of your competition. What next? [...]
A new EU directive will come into effect in August 2021. Here is what this will mean…
The EU Directive and Regulation, known as the “CBDF package”, or “the EU cross-border distribution of collective investment undertakings legislative [...]
5 key challenges for asset managers in 2021 and beyond (and how to tackle them)
While the Covid-19 pandemic thrust asset managers into uncharted territory, they've proved themselves remarkably resilient. Faced with the prospect [...]
Some UK firms may have to comply with the UK and EU climate-rules in parallel.
After much anticipation, the FCA published its consultation (CP21/17) on climate-related financial disclosures and rules for UK asset managers [...]
FCA gave UK non-complying asset managers up to 18 months to meet the reporting standards of their annual fees assessments
At the beginning of the year, the FCA reported that, of the 145 money managers in the UK, almost half [...]
Release – version 1.4.12
Record Templates Not all data items are required or applicable for certain records. For example, a fund domiciled in [...]
UK will extend the UCITS exemption by five years
At the beginning of June, the HM Treasury (HMT) has confirmed in a press release that the Undertakings for the [...]
Introducing: The zero-effort way to prepare for SFDR
While sustainable investing isn't a new idea — the first sustainable investment fund, Pax World, launched in 1971 — [...]
What do you need to know about ESMA’s new marketing communication requirements
At the end of May 2021 the European Securities and Markets Authority (ESMA), the EU’s securities regulator specified the [...]
How ready is the European asset management industry for SFDR?
The first stage of the European Union’s (EU) Sustainable Finance Disclosure Regulation (SFDR) came into effect on 10th March [...]
Fundipedia is recognised on the WealthTech100 list by FinTech Global
We are delighted to announce that Fundipedia has been chosen to be a part of the third annual WEALTHTECH100 [...]
6 critical software implementation mistakes that could derail your project (and how to avoid them)
While organisations are investing in technology more than ever before — Gartner expects global spending to hit $3.9 trillion [...]
Meet our new implementation associates
We are happy to announce our new implementation associates Sarah Bliss and Edward Dunkley. Once a year we select 1-2 bright, [...]
The case for inter-organisational data ecosystems for asset managers
Sharing research, product information, and other data with your competitors probably isn't the first thing you'd think of when looking [...]
How to take the pain out of third party reporting
You'd think standardisation would make reporting easier. But the EMT, EPT, and all the other regulatory reporting requirements you have [...]
Document generation is broken, but there’s a fix
How much of their time do your staff spend on document generation? Hours? Days? Perhaps a week a month or [...]
Fundipedia and Investment Solutions Consultants (ISC) announce partnership to deliver data software solutions and consultancy to asset and wealth managers
Fundipedia and ISC are pleased to announce that they have entered a strategic partnership by joining forces to deliver Fundipedia [...]
2021 asset management regulatory matters from the Investment Association
John Allan, Senior Operations Specialist from the Investment Association, recently joined our Fundipedia quarterly User Group meeting to provide the [...]
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