• Product Mastering

      Formerly Fundipedia — automate fund data collection, validation and distribution with regulatory-grade accuracy and compliance

      Client Book of Record

      Centralise client and counterparty data with automated validation, regulatory compliance and complete relationship visibility

      Fee & Distribution Channel Management

      Streamline distribution fee management with automated calculation, validation and transparent reporting across channels

    • Global Funds Registration

      Accelerate cross-border fund registration with expert support, regulatory intelligence and streamlined compliance workflows

      Fund Filing

      Automate regulatory filings and reporting with validated data, intelligent workflows and complete audit trails

      Regulatory Document Production

      Automate compliant PRIIPs, UCITS, SFDR and TCFD document production with expert validation and multi-language support

      Regulatory Template Production

      Generate market‑standard regulatory templates with automated calculations to ensure accurate, compliant disclosures across jurisdictions, including UK CCI, SFDR, TCFD, and more

      Calculations

      Deliver consultancy-grade PRIIPs, cost transparency and performance calculations with industrial-scale automation across European markets

    • Dissemination

      Distribute fund data and documents efficiently across platforms, regulators and distributors with automated workflows

      Feeds

      Access comprehensive fund data feeds with flexible formats, automated delivery and regulatory-grade accuracy

    • Investment Tools

      Model client scenarios and analyse investments with tax-aware cashflow planning and structured product evaluation tools

      Investor Engagement

      Reach millions of investors with comprehensive research content, independent ratings, and digital engagement via Factsheets and Fund Centres

    • Fund Research and Analysis

      Access comprehensive fund research, portfolio analysis and investment decision tools with trusted data and real-time insights via FE Analytics

      Portfolio Construction

      Comprehensive managed portfolio service data with detailed holdings, performance analysis and comparison tools

      Investment Intelligence

      Centralise portfolio performance, platform data and fee monitoring with automated insights across your advice practice

    • Nexus AI for Investment Managers

      Automate compliance checks, accelerate distribution and monitor market intelligence with AI-powered regulatory workflows

      Nexus AI for Wealth & Financial Advisers

      Automate meeting transcription, summaries, CRM updates and emails for a 50% increase in operational efficiency and fresh cost savings. Start your free trial

    • Case Studies

      Real client success stories demonstrating measurable results and operational improvements

      Whitepapers

      In-depth research and analysis on challenges facing investment managers and wealth managers

      Newsroom

      Latest company announcements, product launches and industry news from FE fundinfo

      Articles

      Expert insights on fund data, regulatory compliance and investment technology trends

      Podcasts

      Conversations exploring how artificial intelligence transforms investment management and financial advice

    • Better Connected World Tour

      Join industry leaders exploring the future of fund distribution, data connectivity and regulatory technology

      On-Demand Webinars

      Access expert insights on regulatory compliance, technology innovation and industry trends whenever you need them

      Demo Day Wednesdays

      See our platform in action every Wednesday with live product demonstrations and expert Q&A sessions

      Private Banking Summit

      Connect with private banking leaders exploring wealth management innovation, regulatory challenges and client engagement strategies

    • Call Support

      Get in touch with one of our dedicated support teams

      User Guides

      Step-by-step documentation and tutorials for FE fundinfo products and platform features

      Customer Portal

      Access support resources, submit requests and manage your FE fundinfo services

      FE fundinfo Training Academy

      Comprehensive training modules for FE fundinfo platform users and advisers

  • Nexus AI
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Content – Our Company Values And Competencies

Our Company Values & Competencies

We drive success through our core values.

The success of FE fundinfo is grounded on three core values - Trust, Connectivity, and Innovation. Each of these values embodies a set of integral competencies that helps us deliver the best to our customers and stakeholders.

We believe that these core values serve as the guiding principles that distinguish us in the competitive landscape. As we navigate the dynamic business environment, these values not only shape our identity but also inspire us to explore new frontiers, adapt to change, and consistently exceed expectations.

TRUST

 

Trust is the foundation upon which our company stands. It is not just about honesty or reliability, although those certainly are crucial components. Trust encompasses a broader spectrum, one that touches on authenticity, transparency, and respect.

For our employees, we create a trusting environment where ideas are shared openly, feedback is welcomed, and everyone's contribution is valued. For our customers and partners, trust is about delivering on promises, maintaining confidentiality, and consistently meeting or surpassing expectations. Furthermore, our trust value goes hand-in-hand with our commitment to corporate responsibility, assuring stakeholders of our ethical conduct and operational integrity.

  • Building trust is fundamental as it fosters a sense of reliability and transparency with our team, customers, and partners. It's the bedrock of our relationship-building efforts.
  • Upholding a curious and growth mindset allows us to continually learn and adapt, staying relevant in the ever-changing market landscape.
  • Driving teamwork not only streamlines the decision-making process but also harnesses the diverse skills within our team ensuring collective success.
  • Being open to challenge ensures we're always ready to adapt and solve problems. It fuels our resilience and ability to thrive in adversity.
  • Exhibiting proven expertise showcases our experience, skill, and knowledge, strengthening our credibility in the market place.

 

CONNECTIVITY

 

In a digital age marked by rapid advancements and technological complexities, we understand that the power of human connectivity is unparalleled. It's what empowers us to truly understand the wants and needs of our clients, enabling us to deliver tailored solutions that provide real value. It fosters the sharing of ideas, insights, and knowledge which is key to our collective growth.

While Connectivity includes forming strategic partnerships and networking in external spheres, it also refers to optimising internal communication and cooperation within the workplace. This value stands for building bridges – with and amongst clients, co-workers, and communities all over the world.

  • Adding value for all parties ensures a mutually beneficial relationship. It leads to long-term customer retention and repeat business.
  • Delighting clients is centralised to our business model. Our priority is to exceed client expectations and make their journey with us rewarding.
  • Forming strategic partnerships helps to broaden our horizon and open up new avenues for growth and development.
  • Honest communication promotes transparency and strengthens the trust that underpins our relationships.
  • Pioneering client success is our end-goal, it ensures we deliver results that benefit our clients and support their success.

 

INNOVATION

 

Innovation is the catalyst that propels us into the future. It fuels our commitment to bolster traditional methods with fresh ideas and creative thought, setting us apart and reinforcing our competitive edge. We believe in questioning the status quo and pushing boundaries to discover efficient ways of providing services and solutions. It signifies not only technological advancements and product transformations but also imaginative ways of thinking, strategizing, and problem-solving.

A part of growing through innovation is embracing failure as a learning curve, encouraging risk-taking, and fostering a culture of perpetual learning. Innovation, for us, is not a standalone process but a journey that we embark on every day, driving us to improve, excel, and redefine the limits of possibility.

  • Bringing innovation allows us to stand out from the competition and provide market-leading solutions. It acts as a value proposition to our clients.
  • Simplicity and transparency in our innovations ensure they're user-friendly and understandable, amplifying user experience.
  • By encouraging continuous improvement, we ensure our services and solutions are continually evolving to meet the changing market needs.
  • Being nimble and adaptive allows us to adjust swiftly to changing market dynamics. It helps us to stay ahead and ensure maximum efficiency.
  • Being professionally curious and courageous ensures we are at the forefront of industry trends and developments. This courage fosters innovation and helps us venture and succeed in unknown areas.

 

In essence, these competencies are crucial to our business, as they form our guiding principles, shaping how we operate, evolve, and contribute value to our clients and the market at large. They allow us to stay true to our values of Trust, Connectivity, and Innovation.

 

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