The Financial Conduct Authority’s (FCA) recent review of fund managers’ Assessment of Value (AoV) reports makes for “pretty damning” reading … Continue reading FCA value assessment review: An ‘uncomfortable read’ but unsurprising
A Financial Conduct Authority (FCA) review of fund managers’ Assessment of Value (AoV) reports has revealed widespread failures in the … Continue reading FCA warns of potential intervention after damning review of fund value assessments
A review of 18 fund managers between July 2020 and May 2021, covering different business models and sizes, found most had not implemented Assessments of … Continue reading Fund managers falling short on assessing the value of their funds – FCA
Baillie Gifford has published a value assessment report for its Ireland fund range, in a move that could increase pressure … Continue reading Baillie Gifford publishes Irish value report, upping pressure on peers – Ignites Europe
‘Schroders is starting to apply its approach to UK assessments of value across all its European and global fund ranges, … Continue reading Schroders expands value review to European funds – Ignites Europe
Liontrust’s directors have claimed that its fixed administration charge follows industry best practice, despite other firms increasing their use of … Continue reading Liontrust’s claims of best practice for fees under scrutiny – Ignites Europe
One year ago this month, landmark rules came into force obliging UK asset managers to come clean about the value … Continue reading Have the FCA’s fund reforms changed the industry?
The UK’s financial watchdog has urged fund boards to actively challenge investment managers over the value they deliver to retail … Continue reading UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe
One of the strongest bastions of stockpicking, the UK is now following the US by embracing the low-cost, index-tracking approach … Continue reading US’s passive investing juggernauts break new ground in Britain
Value is in the eye of the beholder, or so the saying goes. But in the world of asset management, … Continue reading When will asset managers play their cards on value?