FE Onboard
From completing a fact find to assessing your clients' sustainability preferences and exchanging documents, we have everything you need to digitally onboard and engage your clients from the very beginning.
HOW WE CAN HELP
Digitally onboard your clients with our secure Portal
Our secure Portal enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together.
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Reduce time spent on manual tasks
Our TCFD reporting solution allows you to future-proof your ESG reporting mandates in the UK and ensures you comply with TCFD disclosure requirements at both a product and entity level.
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Integrated investor communications
By leveraging our data and regulatory expertise, you can seamlessly integrate your TCFD data and reports into existing client communications to streamline your internal processes.
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Investor transparency
Be a part of leading the implementation of new global standards for sustainability and arm your investors with transparent and accurate information empowering them to make more environmentally-led decisions.
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+550k Regulatory documents every year
Our dedicated data and technology teams produce over 550k regulatory documents every year. Our document production expertise delivers consistent outputs configured for your unique business needs and disclosure requirements.
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We offer comprehensive expertise across ESG investing topics and have global experience with leading Fund Managers.
- Data Integration
- Data alignment
- Publication and dissemination
- Automated workflows, audit trail and document archive
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We offer comprehensive expertise across ESG investing topics and have global experience with leading Fund Managers.
- Trustnet is the UK’s leading investment fund news, research and selection site powered by FE fundinfo's quality data and assurance processes.
- Trustnet is the UK’s leading investment fund news, research and selection site powered by FE fundinfo's quality data and assurance processes.
- Trustnet is the UK’s leading investment fund news, research and selection site powered by FE fundinfo's quality data and assurance processes.
OUR EXPERT SAYS
Explore how we've helped other companies address their ESG needs
At a time when ESG investing and reporting is rapidly becoming the major consideration for the investment industry, our acquisition of CSSP will enable us to expand upon our driving principle of connecting and supporting the global fund industry
Philippe Portmann
Head of Strategy and Business Development, FE fundinfo
INSIGHTS
Get an overview of TCFD disclosure requirements
In this tutorial webinar from September 2023, FE fundinfo's Regulation Manager Mikkel Bates provides an update on TCFD-aligned disclosures. Watch the recording now and stay up to date with the requirements. + visual
Learn more on the data requirements for UK Climate Reporting - TCFD.
FE fundinfo's ESG Head of ESG Product Dr. Matthias Breier provides an overview on the latest requirements in a 10 minutes tutorial video. Watch the recording now and stay up to date. + visual
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Learn more about what our connected services can help you achieve
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