ESG Data Guide 2023

FE fundinfo - ESG research, data and reporting solutions

Data category

  • Research data
  • Regulatory data (EET, EMT, EPT, TPT); ESG reports; SFDR documents

The data offers solutions for:

  • Investment decisions and portfolio insight
  • Reporting: EU Regulations
  • Reporting: SFDR
  • Reporting: TCFD
  • Reporting: UN SDGs
  • Data Feeds; Document Feeds; Data Dissemination; Document Dissemination; Fund Listings–

Who are the data users?

  • Trustees
  • Investors
  • Fund Managers; Fund Distributors; Platform Providers; Insurance Companies; Pension Funds; Banks; Private Banks; Wealth Managers; Financial Advisers; Industry Associations

Brief description of the data offering

FE fundinfo is a global leader in investment fund data and as an ESG data agnostic provider, our focus is on streamlining the transfer of ESG-related fund data through FE fundinfo’s unrivalled dissemination network and owned digital channels, to democratise access and help facilitate investor transparency and fund selection. According to a research report by Nextwealth 2021,  FE fundinfo is the number one investment research provider that advisers will turn to in doing ESG research for clients.

Our ESG reporting solution is also best in class, currently helping fund managers produce more than 149,000 ESG reports annually which offers a multidimensional disclosure of risks and an objective framework for dynamic assessment and measurement which meets ESG regulatory disclosure requirements.

Where and how do you source your data?

Our expert data analysts actively manage the ingestion of fund data direct from source, for more than 77.500 active funds, across 215,000 active share classes. This data is then ingested, standardised, enriched (calculations) and disseminated to key distribution partners as selected by our clients and to our unrivalled proprietary dissemination network.

The covered markets include UK, Europe, Hong Kong, Singapore, Australia and New Zealand for listed and unlisted funds, including mutual funds, managed funds, life and pension funds, superannuation funds, ETFs, ETCs, ETNs, VCTs, investment trusts, securities and investment bonds.

Data types we support:

  • Static fund data
  • Dynamic fund data
  • Regulatory data (EET, EMT, EPT, TPT)
  • Full portfolio holdings data
  • Pricing
  • Dividends
  • Documents
  • Portfolio allocation
  • Events

What is the cost for your data offering?

Varies depending on the products, customer requirements and/or fund jurisdictions covered.