Tag Archives: value assessment
FCA get tune into the value of fund management and seek better reception.
Active fund management fees are falling. That’s what we learn from reading the FCA’s latest pronouncement on value assessments. That tells me that the market is competitive , it does not tell me that extra value is being created. … Continue reading
The “Assessment of Value” whitewash continues.
Thanks to Robin Powell for bringing this to my attention and thanks to Sally Hickey for researching and writing the article for the FT Here is the damning evidence uncovered by Hickey Hargreaves Lansdown has said its funds represent value … Continue reading
Are asset managers finally getting real about DC?
At a recent DC investment forum run by Professional Pensions, Andrew Brown of Columbia Threadneedle asserted that DC fiduciaries need to use the market shock of the pandemic to test the resilience of their DC default strategies. I’ve got good … Continue reading
Posted in pensions
Tagged Columbia threadneedle, FCA, Getting real, Pinebridge, value assessment
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SJP talk to their happy customers – should they talk to us all?
The value assessment process was introduced to make it easier for investors to understand what they’re getting in exchange for the fees they pay. So, we’ve taken care to outline the full range of services that you receive from us: … Continue reading
Posted in pensions
Tagged FCA, investment pathway, Pensions, Rob Gardner, SJP, value assessment
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FCA unveil a horror-show from 17 fund managers
It is hard to read the FCA’s verdict on the first round of Value Assessments from fund managers without getting very angry. The list of crimes against the consumer is long and unremitting. While clearly there were some Assessments … Continue reading
Posted in pensions
Tagged Assessment of Value, FCA, Moira O'Neil, Pensions, SJP, value assessment
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Value assessments – no answers without questions!
Fund boards not changing tack on performance in value assessments despite backlash Fact not spin When it comes to performance reporting, investors want fact not spin. They want to be told facts about what they get out of an investment … Continue reading
Posted in pensions
Tagged chris sier, Robin Powell, sunlight, Transparency, value, value assessment
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