value for money

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 amid the Covid-19 crisis. The Financial Conduct Authority yesterday announced a “temporary relief to the regulatory deadlines for publishing funds’ half-yearly and annual reports and accounts” because of the “unparalleled challenges in preparing financial information” […]

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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 the AoV. The remarks below are a summary of comments, queries or concerns many of our clients have shared with us over the last year before considering using our Board Reporting service as part of

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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 advocating that asset managers should use the charging model to be fairer to investors. The decision comes as more firms grapple with the competing challenges of demonstrating value for money at the same time as

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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 Partners has been producing value for money board reports for clients for about 10 months as firms prepare for the introduction of the Financial Conduct Authority’s value rules in September 2019…. view full article

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European Fund Industry, The Regulatory Convergence towards Efficient Fund Governance – Agefi

Since the last financial crisis the asset management industry has been under a lot of pressure to deliver returns in a challenging economic environment. The fund industry needs to rebuild its image and reclaim some of the trust lost from a position of low returns and high fees often highlighted by the comparison to passive

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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

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