Tag Archives: Fund Manager
The council tax-payer and their representatives want efficiency at LGPS
I am not dismayed that the money in pension schemes paid by council tax paid by the likes of you and me, are consolidating their fund management around 6 rather than 8 pools. I read this in the Financial Times … Continue reading
Posted in pensions
Tagged Access, Active, Baillie Gifford, Brunel, Direct, Fund Manager, LGPS, Pensions, pools
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The FCA move on insurance company funds.
The FCA have produced some important findings on Unit Linked Fund Governance as a follow up to their Asset Management Market Study (PS18/8) – AKA – AMMS This paper is important as it goes to the heart of the … Continue reading
Posted in advice gap, age wage, Force for Good, pensions
Tagged FCA, Fund, Fund Manager, IGC, pensions, trustee
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In the US, Vanguard sweeps all before it
The latest Morningstar asset-flow figures are frightening They show American investors deserting high-cost active fund management for Vanguard, a predominately passive fund manager with a mutual structure that puts the investor first. Vanguard’s gain is at the ruination of more established … Continue reading
So what does a poor boy do? (Aberdeen and Parmenion)
Fund managers think of themselves as the asset managers of their clients -the investors. But lately they have found themselves serving platforms that treat funds as commodities. They have lost their primary relationship to their customers. The millennials took it … Continue reading
How safe is your workplace pension?
The opportunity to improve pension fund charging. Let us pause for a moment and consider what we are buying into when we set up a workplace pension for our staff. On the face of it, nobody enrolled into a workplace … Continue reading
Posted in pensions
Tagged advice, alternatives, AMC, annual management charge, auto enrolment, charges, DWP, Employment, Financial services, Fraud, Fund Manager, MAF, National Employment Savings Trust, pension, Pension fund, pensions, workplace
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Are managers delivering on investors’ expectations? Guest blog from Ralph Frank
An investor appoints an active manager in the hope that this manager will outperform the agreed benchmark by a specified amount within an agreed risk tolerance. Assessing whether the manager has delivered on this expectation should be relatively straightforward. … Continue reading