• 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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Environmentally Policy 495X458

Lorem Ipsum

FE fundinfo recognises its responsibility to the environment beyond legal and regulatory requirements. The company is committed to reducing its environmental impact across all regions where it operates. Continuous improvement of our environmental performance forms an integral part of our business strategy and operating methods, which is reviewed regularly. The company encourages customers, suppliers and other stakeholders to do the same.

Responsibility

We consider open communication about environmental issues to be a corporate duty and obligation.

We inform our employees about problems affecting the environment and motivate them to think and act in an environmentally conscious manner.

We review and update this policy at least annually.

  • To meet our commitment we will:

    • Comply with all relevant regulatory requirements
    • Continually improve and monitor environmental performance wherever possible
    • Continually improve and reduce environmental impacts
    • Incorporate environmental factors into business decisions
    • Increase employee awareness through communication and training
  • Paper

    • We will minimise the use of paper in the office
    • We will reduce packaging as much as possible
    • We will seek to buy recycled and recyclable paper products
    • We will reuse and recycle all paper where possible
    • We will use electronic signature software where possible
    • We will only print hardcopies of documents where necessary
  • Energy & Water

    • We will seek to reduce the amount of energy used wherever possible
    • Lights and electrical equipment will be switched off when not in use
    • Heating will be adjusted with effective energy consumption in mind
    • Energy consumption and efficiency of new products will be taken into account when purchasing
  • Office Supplies

    • We will evaluate the environmental impact of equipment and products used/purchased by the business
    • We will prioritise products that are more environmentally friendly and efficient wherever possible
    • We will reuse and recycle wherever possible, including responsible disposal of electronic waste
  • Transportation

    We recognise that travelling to meet clients and colleagues in other offices for face-to-face meetings can be highly valuable for business purposes and can yield demonstrable benefits. However, to support our commitment to the environment, we also commit to:

    • Promoting the use of Teams/video-conferencing as travel alternatives
    • Making efforts to promote the use of public transport / bicycles / walking / carshare where possible
  • Maintenance and Cleaning

    • We will use cleaning products that are as environmentally friendly as possible
    • We will use upcycling where possible in terms of office refurbishment and ensure that anything new is as environmentally friendly as possible
    • We will ensure that waste is disposed of by licensed and appropriate organisations to minimise environmental impact
  • Culture

    • We will involve staff in the implementation of this policy to assist greater commitment and performance and encourage employees across locations and functions to contribute to our environmental agenda through generating ideas and driving change as we continue to share best practices and evolve our approach
    • We will look to use local labour/materials wherever possible to help reduce CO2 and assist the local communities where the business operates