• 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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Finding alpha in fund operations

Propel alpha generation for your clients  by outsourcing specialist functions like fund registrations, regulatory reporting, and integrated distribution in asset management. 

FEATURES & BENEFITS

How we can help

Management Companies (ManCos) in the asset management industry provide critical administrative support functions to ensure optimal management and growth of investment funds on behalf of investors.  

ManCos are faced with a myriad of challenges when it comes to growth as they face increasing competition from service providers and take on core administrative, reporting and compliance functions from the asset manager.  

As the pace of change intensifies and regulatory demands grow, it’s important ManCos are equipped to support the growth of their clients with a comprehensive offering.  

We can address these needs through the provision of a single technology platform powered by our market leading fund data, that enables end-to-end data management, document production and integrated distribution in an increasingly global context.  

The Fund Information Hub is the product or our collective vision to serve the global fund management industry and its participants more efficiently and effectively in the pursuit of frictionless global fund distribution.  

  • Robust regulatory compliance

    We offer a comprehensive suite of tools for ManCos that ensures compliance with the latest regulatory requirements whether they are local mandates, new disclosure requirements or a change to existing fund regulations. We support the registration, maintenance and ongoing compliance of a fund for sale and marketing in more than 75 jurisdictions. 

  • Gain competitive advantage  

    We offer customisable solutions that empower ManCos to differentiate themselves in a highly competitive market. Expand your footprint with specialist solutions, spanning fund data management, document production, distribution and marketing, to personalise your product offering to your clients.   

  • Future-proof and scale up operations 

    We provide a leading technology  platform, centralising core administrative and compliant functions, that is able to provide insight and oversight for effective management. Gain operational efficiencies  

Find alpha in your fund operations with the Fund Information Hub

Request a meeting to discover how we can streamline your fund administration, compliance and reporting  functions with a single end-to-end platform solution 

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Portfolio

Discover more about the Fund Information Hub and our connected services

Manage your global fund administration and operations more effectively, and gain a competitive edge.

Fund Information Hub

The Fund Information Hub is the product of our collective vision streamlining fund data management, documents and distribution, all in one place. It aims to serve the global fund management industry and its participants more efficiently and effectively in the pursuit of frictionless global fund distribution.   

  • Integrated solution
  • Scalable
  • Quality data
  • Unparalleled distribution
  • Regulatory oversight
  • Real insights

Global Fund Registration & Filing

Our team of fund registration experts, supported by our technology, will take away the burden of complex fund registration and maintenance obligations and facilitate for you timely and compliant distribution globally. 

  • Work with experts
  • Improve efficiencies & reduce costs
  • Flexible & comprehensive service
  • Powered by technology

Regulatory & Marketing Document Production

As the largest fund document production supplier in Europe, we leverage our close relationships with template issuers and regulators, giving us an opportunity to lobby changes beneficial to our clients. 

Our technology facilitates flexible, transparent, automated and compliant document production in up to 35 languages. 

  • Data excellence
  • Digitalisation & automation
  • Comprehensive solution
  • Flexible tool

ESG Reporting

With our ESG Reporting solution, we help you comply with new and evolving ESG and climate disclosure requirements and produce comprehensive ESG reports. We support the production of regulatory reports such as SFDR, SDR and TCFD, as well as enable the ability for you to integrate financial and ESG data to integrate sustainability factors into your existing investment fund factsheets. 

  • Insource ESG expertise
  • ESG reporting & disclosure
  • SFDR compliance

Distribution

Ensure the timely delivery of your quality-assured fund data and documents to key distribution partners, platforms, banks and investors around the world. You can leverage the breadth of our dissemination network to reach your target audiences and be confident that your published fund information retains its integrity against our golden source database through our Loopback managed service.  

  • Direct access to global fund markets
  • Regulatory compliance
  • Distribution & marketing insight
  • Operational efficiencies

WHAT OUR CLIENTS SAY

How management companies are outsourcing specialist functions

Trusting another business to execute work for our clients is not a decision we take lightly, so we entered into a ring-fenced pilot project with GFR, working through every step together to ensure we delivered according to our client’s expectations.

Annette Stack, Director at Davy Global Fund Management

Annette Stack

Director at Davy Global Fund Management

Read Customer Success Story
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