Tag Archives: Fund Manager

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

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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

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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

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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

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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

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