Boring Money: Asset managers 'marking own homework' after just 3% of funds not delivering value
Baillie Gifford and Franklin Templeton among groups offering ‘most useful’ AoVs
The first cohort of Assessment of Value (AoV) reports were “marking their own homework” after 97% of investment funds claimed to offer value to investors, according to Boring Money’s Holly Mackay.
A review by Boring Money of the AoV reports from 26 asset management firms, which collectively fed back on 968 funds, found that 79% of the funds were found by the asset managers in question to be delivering...
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LGIM to divest from four companies on ESG grounds as nine remain on exclusion list
US food retailer set to be reinstated
Baillie Gifford reopens £6.2bn Diversified Growth fund with fee cut
Fund soft-closed in 2013 as assets swelled to £3bn
Fidelity International CEO Anne Richards receives damehood
Muna Yassin of Fair Finance also honoured
'It is a race to the bottom' - reaction to LGIM's 0.06% MPS launch
'Will impact the market'
'You need a concept of total return' - Liontrust, Multi-Asset Group of the Year
Winner of the Multi-Asset Group of the Year and ESG Solution of the Year at the 2021 PA Awards, Liontrust are growing into something of a force in the multi-asset arena. The firm's multi-asset head John Husselbee speaks to Cherry Reynard about its approach...
More news
LGIM to divest from four companies on ESG grounds as nine remain on exclusion list
US food retailer set to be reinstated
Baillie Gifford reopens £6.2bn Diversified Growth fund with fee cut
Fund soft-closed in 2013 as assets swelled to £3bn
Fidelity International CEO Anne Richards receives damehood
Muna Yassin of Fair Finance also honoured
Craig Muir: Seven pension switching opportunities advisers should consider
Opportunities and drivers
Tavistock pre-tax profits hit £1.1m; Acquires IFA Chater Allan
Year ended 31 March 2021
