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European PRIIPs Template | FE Precision+ for Asset Managers and Institutions

Meet your regulatory challenges and reduce your risk with our European PRIIPs template solution

We will collect and enrich your data, undertake complex calculations and send the report where and when it is needed. This ensures that you meet your regulatory requirements and reduce reputational and compliance risks and associated costs.

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Overview

The European Union regulations on packaged retail and insurance-based investment products (PRIIPs) have posed new and daunting challenges for asset managers and the implementation of it is fraught with challenges.

Asset managers continue to undertake the collection of large amounts of data, run complex calculations and then distribute these to the relevant firms.

Partner with FE to meet your regulatory requirements

In order to ease the burden on asset managers and to help you deal with these regulatory challenges, FE provides the Precision+ European PRIIPs Template (EPT) service. It’s truly an end-to-end service, pulling together our capabilities in data enrichment, dissemination and regulatory compliance.

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Key benefits

Speed to market

We have a calculation engine to produce the information currently required by the PRIIPs regulation for the performance scenarios and summary risk indicators (SRI), based on fund price volatility. We are also well placed to adapt to any future changes to the regulatory technical standards (RTS),


Data enrichment

We will undertake a data enrichment project which includes calculating various performance (return scenarios, excess kurtosis, sigma, etc.), and risk measures (SRI, VaR-equivalent volatility, etc.).


Flexibility

Our European PRIIPs template solution is completely flexible to suit your requirements. You can either take our core proposition – including data collection and enrichment, calculations, EPT dissemination, and reporting, or opt for a modular solution based on your specific needs.

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Key features

EPT calculation and creation

We will collect the relevant data using a simple pre-existing template and run complex calculations to include the creation of performance scenarios, volatility calculations, summary risk indicators, etc., as required by the EPT.


EPT dissemination

We will help you identify who you need to send this data to and we will send it out for you in a timely and accurate manner.


Reporting/control panel monitoring

You can track and monitor who the data has been sent to through our control panel, ensuring complete transparency and regulatory compliance.

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Contact Us

We're always ready to answer your questions. Call us to find out how we can deliver your European PRIIPS Templates.

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