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Resources | Navigating Complexity with Confidence

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Learn more on the strategic advantage of modernising factsheet production for accuracy and scale and download our latest expert guide. </p> <a href="/landing-pages/inst/mastering-fund-factsheets" target="_blank" class="c-button c-button--simple" > Read more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-4"> <div class="c-entrycard"> <a href="/landing-pages/inst/looking-ahead-the-growth-and-evolution-of-esg-investing" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/qvphxqrc/resource-hub-carousel-whitepapers-looking-ahead-the-growth-and-evolution-of-esg-investing-585x381.jpg?width=450&amp;v=1da9717ac0c9a40" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; CAROUSEL &#x2013; WHITEPAPERS &#x2013; Looking Ahead &#x2013;The Growth And Evolution Of ESG Investing 585X381" /> </a> <div class="c-entrycard__content"> <a href="/landing-pages/inst/looking-ahead-the-growth-and-evolution-of-esg-investing" target="_blank" class="c-entrycard__meta-actions" > <h3 class="c-entrycard__meta-headline">Looking ahead - the growth and evolution of ESG investing</h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">In this whitepaper, we explore the next steps of ESG&#x2019;s journey into the mainstream, including advances made in regulation and data provision, where the gaps still lie, and how companies, fund providers and investors can avoid the dangers of greenwashing.</p> <a href="/landing-pages/inst/looking-ahead-the-growth-and-evolution-of-esg-investing" target="_blank" class="c-button c-button--simple" > Read more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-4"> <div class="c-entrycard"> <a href="https://www.fefundinfo.com/media/rjikfh0v/fefund-1.pdf" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/fwznuvzs/resource-hub-carousel-whitepapers-global-fund-management-regulatory-outlook-2023-585x381.jpg?width=450&amp;v=1da97111ffe03f0" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; CAROUSEL &#x2013; WHITEPAPERS &#x2013; Global Fund Management Regulatory Outlook 2023 585X381" /> </a> <div class="c-entrycard__content"> <a href="https://www.fefundinfo.com/media/rjikfh0v/fefund-1.pdf" target="_blank" class="c-entrycard__meta-actions" > <h3 class="c-entrycard__meta-headline">Global Fund Management Regulatory Outlook 2023</h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">The almost never-ending smorgasbord of deadlines that reared their heads made 2022 one of the toughest years on record to manage. In this document we review the various themes that came to the fore during the year, as well as a broad look ahead at what we can expect in 2023.&#xA;&#xA;&#xA;</p> <a href="https://www.fefundinfo.com/media/rjikfh0v/fefund-1.pdf" target="_blank" class="c-button c-button--simple" download> DOWNLOAD NOW <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-4"> <div class="c-entrycard"> <a href="https://www.fefundinfo.com/media/vv2dthyw/fe-fundinfo-priips-regulation-whitepaper-2020.pdf" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/zqre5ij2/resource-hub-carousel-whitepapers-a-closer-look-and-preparing-for-priips-regulation-585x381.jpg?width=450&amp;v=1da97111f8f3c90" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; CAROUSEL &#x2013; WHITEPAPERS &#x2013; A Closer Look And Preparing For Priips Regulation 585X381" /> </a> <div class="c-entrycard__content"> <a href="https://www.fefundinfo.com/media/vv2dthyw/fe-fundinfo-priips-regulation-whitepaper-2020.pdf" target="_blank" class="c-entrycard__meta-actions" > <h3 class="c-entrycard__meta-headline">A Closer Look and Preparing for PRIIPs Regulation </h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">The PRIIPs Regulations have had a long and complicated route to implementation. But with the EU pressing on with its introduction and the UK likely to follow suit in some form or another, our white paper takes a closer look at the regulations that are likely to shake up the funds industry.</p> <a href="https://www.fefundinfo.com/media/vv2dthyw/fe-fundinfo-priips-regulation-whitepaper-2020.pdf" target="_blank" class="c-button c-button--simple" download> DOWNLOAD WHITEPAPER <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> </div> </div> </div> </section><section class="c-block " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 "> <div class="b-richtext"> <div class="c-richtext "> <div> <div> <h2 class="resource-title my-5">Research Reports</h2> </div> </div> </div> </div> </div> </div> </div> </section> <section class="c-block"> <div class="container"> <div class="block cards"> <div class="c-intro c-intro--centered"> </div> <div class="grid mt-12 md:mt-16 equal-heights"> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-3"> <div class="c-entrycard"> <a href="/landing-pages/adv/adviser-annual-survey-report-2024" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/0obbwl4t/adviser-survey-2024-teaser-image-585x381.jpg?width=450&amp;v=1dab762417dea60" style="object-position:50% 50%;" alt="Adviser Survey 2024 Teaser Image 585X381" /> </a> <div class="c-entrycard__content"> <a href="/landing-pages/adv/adviser-annual-survey-report-2024" target="_blank" class="c-entrycard__meta-actions" > <h3 class="c-entrycard__meta-headline">Accelerating through change</h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">With Consumer Duty and AI bringing major developments to the advice industry in 2023, our 2024 Financial Adviser Survey provides key insights on how financial advisers are responding to these regulatory and technological changes to improve their business enhance outcomes for their clients.</p> <a href="/landing-pages/adv/adviser-annual-survey-report-2024" target="_blank" class="c-button c-button--simple" > DOWNLOAD NOW <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-3"> <div class="c-entrycard"> <a href="/media/wlyo1dv5/building-better-advice-2022.pdf" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/230drhxy/resource-hub-carousel-research-reports-building-better-advice-585x381.jpg?width=450&amp;v=1da97111fa7a690" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; CAROUSEL &#x2013; RESEARCH REPORTS &#x2013; Building Better Advice 585X381" /> </a> <div class="c-entrycard__content"> <a href="/media/wlyo1dv5/building-better-advice-2022.pdf" target="_blank" class="c-entrycard__meta-actions" > <h3 class="c-entrycard__meta-headline">Building Better Advice</h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">With advisers capitalising on the opportunities offered by new technology, ESG investing and growing flexibility in retirement solutions, our 2022 Financial Adviser Survey provides a unique insight into how advisers are responding to the post-pandemic world.</p> <a href="/media/wlyo1dv5/building-better-advice-2022.pdf" target="_blank" class="c-button c-button--simple" download> DOWNLOAD NOW <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-3"> <div class="c-entrycard"> <a href="/media/knwo0kpf/thriving-through-turmoil-2021.pdf" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/fggjtvty/resource-hub-carousel-research-reports-thriving-through-turmoil-585x381.jpg?width=450&amp;v=1da97111fe94370" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; 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Our 2021 Financial Adviser Survey reveals how advisers tackled a new business landscape, the growth in ESG investing, changing retirement strategies and a new regulatory environment.</p> <a href="/media/knwo0kpf/thriving-through-turmoil-2021.pdf" target="_blank" class="c-button c-button--simple" download> DOWNLOAD REPORT <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-3"> <div class="c-entrycard"> <a href="/media/j1fb0x00/surfing-the-wave-2020.pdf" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/nafhshzo/resource-hub-carousel-research-reports-surfing-the-wave-585x381.jpg?width=450&amp;v=1da97111fbd0350" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; CAROUSEL &#x2013; RESEARCH REPORTS &#x2013; Surfing The Wave 585X381" /> </a> <div class="c-entrycard__content"> <a href="/media/j1fb0x00/surfing-the-wave-2020.pdf" target="_blank" class="c-entrycard__meta-actions" > <h3 class="c-entrycard__meta-headline">Surfing the Wave</h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">Despite rising costs and increasing regulatory pressures, our 2020 Financial Adviser Survey identifies the key trends impacting advice businesses. Be it the burgeoning opportunities of ESG investing, or greater use of outsourcing, find out how advisers are surfing the waves of new opportunities.</p> <a href="/media/j1fb0x00/surfing-the-wave-2020.pdf" target="_blank" class="c-button c-button--simple" download> DOWNLOAD REPORT <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> </div> </div> </div> </section><section class="c-block " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 "> <div class="b-richtext"> <div class="c-richtext "> <h2 class="resource-title my-5">Infographics</h2> </div> </div> </div> </div> </div> </section> <section class="c-block"> <div class="container"> <div class="block cards"> <div class="c-intro c-intro--centered"> 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stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">Discover our video training series designed to show you the key features of FE Analytics and how to use them.</p> <a href="/media/lt4n01gl/fe-analytics-training-pathway.pdf" target="_blank" class="c-button c-button--simple" download> Download now <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-4"> <div class="c-entrycard"> <a href="/media/f3lmkekj/fe-cashcalc-training-pathway.pdf" target="_blank" class="c-entrycard__media" > <img loading="lazy" src="/media/t4qpqsfj/resource-hub-carousel-infographics-fe-cashcalc-training-pathway-series-585x381.jpg?width=450&amp;v=1da9711202736d0" 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class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">From data at holdings level to generating charts, tables and portfolio scans, find out how advisers are using FE fundinfo&#x2019;s MPS Directory to support their businesses.</p> <a href="/media/myfpjh4k/mps-directory-in-numbers.pdf" target="_blank" class="c-button c-button--simple" download> FE fundinfo MPS Directory In Numbers <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17.5 17.5H2.5M15 9.16667L10 14.1667M10 14.1667L5 9.16667M10 14.1667V2.5" stroke="#685BC8" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> </div> </div> </div> </section><section class="c-block " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 "> <div class="b-richtext"> <div class="c-richtext "> <h2>Video Resources</h2> <p>Watch and learn more about our Financial Advice Hub with a range of how-to, best practice and expert insight videos.</p> <p><a href="/financial-advice-hub-tv" title="Financial Advice Hub TV" class="btn btn--primary">View more</a></p> </div> </div> </div> </div> </div> </section> <section class="c-block"> <div class="container"> <div class="block cards"> <div class="c-intro c-intro--centered"> </div> <div class="grid mt-12 md:mt-16 equal-heights"> <div class="col-span-12 mb-8 md:mb-12 md:col-span-6 lg:col-span-4"> <div class="c-entrycard"> <a href="#" target="_self" class="c-entrycard__media" data-modal=0b68d986-bb64-4ac8-8690-2d3972d65e5a x-data=modal> <img loading="lazy" src="/media/rjtfkiwn/resource-hub-carousel-video-resources-how-to-guide-custom-portfolio-report-585x381.jpg?width=450&amp;v=1da9715b2b38db0" style="object-position:50% 50%;" alt="RESOURCE HUB &#x2013; CAROUSEL &#x2013; VIDEO RESOURCES &#x2013; How To Guide &#x2013; Custom Portfolio Report 585X381" /> </a> <div class="c-entrycard__content"> <a href="#" target="_self" class="c-entrycard__meta-actions" data-modal=0b68d986-bb64-4ac8-8690-2d3972d65e5a x-data=modal> <h3 class="c-entrycard__meta-headline">FE Analytics Tips: Custom Portfolio Report</h3> <div class="c-entrycard__meta-arrow"> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7 17L17 7M17 7H7M17 7V17" stroke="#092430" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <p class="c-entrycard__meta-intro">A step by step guide on building your own custom report template.</p> <a href="#" class="c-button c-button--primary" data-modal="0b68d986-bb64-4ac8-8690-2d3972d65e5a" x-data="modal"> Watch video <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 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