FCA value assessment review: An ‘uncomfortable read’ but unsurprising
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
FCA warns of potential intervention after damning review of fund value assessments
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
Fund managers falling short on assessing the value of their funds – FCA
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
Invesco cuts fees on UK range as board assesses value – Ignites Europe
Invesco has decided to cut fees on a range of UK-domiciled funds, as the firm assesses the value of the … Continue reading Invesco cuts fees on UK range as board assesses value – Ignites Europe
FCA pushes back deadline for fund value assessments – Ignites Europe
The UK financial regulator has extended the deadline for annual fund value assessments by two months, to give managers leeway … Continue reading FCA pushes back deadline for fund value assessments – Ignites Europe
When will asset managers play their cards on value?
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?
Fee pressure spreads as M&G reviews Lux range – Ignites Europe
The UK asset manager recently decided to pass on to investors more of the economies of scale in its €37bn … Continue reading Fee pressure spreads as M&G reviews Lux range – Ignites Europe
Fitz Report: Delivering Robust Assessments of Value – Remarks & UK Market Overview
In this report we intend to share with readers what we see as crucial aspects of the quantitative part of … Continue reading Fitz Report: Delivering Robust Assessments of Value – Remarks & UK Market Overview
Baillie Gifford rejects using performance fees – Ignites Europe
Baillie Gifford has no plans to adopt performance-related fees for its funds, despite a senior executive at the firm recently … Continue reading Baillie Gifford rejects using performance fees – Ignites Europe
Firms assess value of non-UK funds: experts – Ignites Europe
Asset managers are extending value assessments required for UK funds across their entire cross-border fund ranges. Specialist research firm Fitz … Continue reading Firms assess value of non-UK funds: experts – Ignites Europe