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"I am proud that FE fundinfo are part of the Race at Work Charter. I look forward to connecting with like-minded organisations, to learn from each other and combine our impact". -- Kate Scarles, Chief People Officer at FE fundinfo. We are pleased to announce we are now a signatory of the Business in the Community Race at Work Charter. Ethnic minorities still face significant disparities in employment and progression, and that is something we need to change. The Charter is composed of seven calls to action for leaders and organisations across all sectors. Signing the Charter means taking practical steps to ensure workplaces are tackling barriers that Black, Asian, Mixed Raced and other ethnically diverse people face in recruitment and progression and that their organisations are representative of British society today.
As we move into 2022, we thought we would take a brief look back at some of our highlights of the past year. This includes adding a number of fantastic businesses to the FE fundinfo group, including CSSP, CashCalc, FundConnect and Zenith Investment Partners, who have all brought new and unique expertise to our organisation. Additionally, with physical events happening once again, we were delighted to attend ALFI Frankfurt, Fund Forum International and of course, host our very own Adviser Roadshow! Some of our other highlights include reaching ten-thousand LinkedIn followers and FE Investments reaching £5Bn AUM, as well as winning awards for our products and services, which are designed to help all those in the global funds industry. Thank you to all our clients and customers for making 2021 such a memorable year!
Some fantastic news to begin the year with FE fundinfo featuring prominently in Money Marketing's January 'MM Meets' series. Money Marketing is one of the most highly regarded and best-read publications among financial advisers and each month it features industry-leading in-depth analysis and comment on market issues. It covers a broad range of subjects, including regulation, technology, investment, pensions and politics. The interview with Hamish was arranged towards the end of last year, where we sat down to speak about our growth over the past 18 months, our plans for the year ahead and our expertise in the industry. We also discussed at length how our customer centric approach is driving innovation and allowing us to support advisers and their clients. You can read the interview in full here from page 16: https://digitalissues.emap.com/MM/010122/index.html Some key highlights include: A good focus on our growth strategy and coverage of the acquisitions we made last year and the reasons behind each deal A strong emphasis on our growth and efficiency and how we are taking tha
We are delighted to announce that FE Investments now has more than £5bn of assets under management, just six months after reaching £4bn. A significant milestone and a proud achievement for our team! Thanks to all of our clients and stakeholders – we look forward to working with you even closer in the year ahead.
"Diversity is getting invited to the party. Inclusion is getting asked to dance". Earlier this week, we were delighted to be joined by business lecturer turned published writer, Mahvish Ahmad, and her husband, Faizaan Ahmad, to discuss diversity and inclusion, with a focus on gender and ethnicity. At FE fundinfo, we are proud to raise awareness of equality and are always challenging ourselves to be even better.
Another successful day of FE fundinfo giving back to the community! This group got stuck into some gardening on a BIG scale, working on a portion of the hundreds of acres of Horsell Common. This valuable work helps to encourage rare birds to the land.
We are delighted to have been awarded the highest 5-star ranking in two categories at the FTAdviser Awards! Thank you to everyone who voted for us in the DFM and Back Office Support Services categories for FE Investments and CashCalc respectively.
6th of October marked Energy Efficiency day. At FE fundinfo we are passionate about supporting the environment and as such we took the opportunity to promote sustainable living to mark the event. During the week of 4th October we released daily bulletins to all staff consisting of employee accounts and testimonials on how to conserve energy. There were quizzes as well as a daily challenge for our staff to complete. It was a successful week, full of engagement, and a great opportunity to raise awareness of our precious environment. We will be continuing the conversations in our newly created Environment Employee Resource Group
Last week we welcomed our new graduates to FE fundinfo in Woking. Their first onboarding session was an opportunity for them to meet each other, listen to presentations from the current graduates already on the rotation working in different parts of the business, including, propositions, operations, data and portfolios. They also heard from past graduates and other employees that work within the business to give them an overview of some of our products and services – Welcome to our new graduates - we are excited for you to join us.
Today we are delighted to welcome Zenith Investment Partners to the FE fundinfo group! Zenith is a well-established and respected investment partner for financial advisers in the APAC region and over the past 20 years has grown to support advisers with research ratings on over 1,000 investment and superannuation products and more than 150 investment portfolio solutions. The deal brings together two of the leading investment research and fund ratings providers in Europe and APAC and is the latest in FE fundinfo's growth strategy for expansion, following the acquisitions of CSSP, CashCalc and FundConnect over the past year.
