performance

Cost of Ucits funds for retail investors continues ‘slow’ decline: Esma – Ignites Europe

The cost of Ucits funds for retail investors has continued its steady decline, according to an annual update by the European markets watchdog, which nonetheless warns of the “high” charges levied by some products. In its fifth annual report on the costs and performance of EU retail investment products, covering trends up to the end […]

Cost of Ucits funds for retail investors continues ‘slow’ decline: Esma – Ignites Europe Read More »

Brussels considers UK-style value for money legislation – Ignites Europe

The European Commission is considering requiring asset managers to prepare ongoing value for money assessments of their funds, Ignites Europe has learned. The EU could follow in the footsteps of the UK, which has required firms to assess the value their funds deliver to investors each year since 2019. view full article

Brussels considers UK-style value for money legislation – Ignites Europe Read More »

FCA value assessment review: An ‘uncomfortable read’ but unsurprising – Investment Week

The Financial Conduct Authority’s (FCA) recent review of fund managers’ Assessment of Value (AoV) reports makes for “pretty damning” reading and marks a “huge blow” to firms, although the findings are unsurprising to some industry commentators. view full article

FCA value assessment review: An ‘uncomfortable read’ but unsurprising – Investment Week Read More »

FCA warns of potential intervention after damning review of fund value assessments – Investment Week

A Financial Conduct Authority (FCA) review of fund managers’ Assessment of Value (AoV) reports has revealed widespread failures in the quality and content of the documents, with the regulator warning it will intervene if firms do not improve. In the report published today (6 July), the FCA said it expects “more rigour” from fund managers’

FCA warns of potential intervention after damning review of fund value assessments – Investment Week Read More »

UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe

The UK’s financial watchdog has urged fund boards to actively challenge investment managers over the value they deliver to retail clients. In an interview with Ignites Europe, Nick Miller, head of the asset management department at the Financial Conduct Authority, warns that it is “not good enough” for boards to take a box-ticking approach to new

UK fund boards must ‘challenge’ firms, warns FCA – Ignites Europe Read More »

Irish directors wary of new governance rules – Ignites Europe

Irish fund directors have criticised recent measures by the Central Bank of Ireland to force boards to more closely monitor investment performance… “The Irish regulator says boards must consider “if the Ucits [fund] has delivered on the stated objective, and remains a viable and suitable investment for investors” and whether the fees charged are “appropriate

Irish directors wary of new governance rules – Ignites Europe Read More »

Asset management roundup: French regulator examines fund fees

Fund research company Fitz Partners has launched a service intended to allow fund fee committees and fund directors to evaluate share classes on fees, asset size and performance. In a statement, the company said it launched the fund board reporting service “in response to greater demand for better fund governance and investment managers’ requirements for ’value

Asset management roundup: French regulator examines fund fees Read More »

Scroll to Top