Tag Archives: value assessment

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

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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

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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

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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

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