assessment of value

Schroders: Picking the right MPS or multi asset solution for your client

Consumer Duty

Schroders: Picking the right MPS or multi asset solution for your client

The latest from PA’s Working Lunch webinar series

clock 04 April 2023 • 3 min read
Two thirds of M&G AUM fails to meet performance expectations

Companies

Two thirds of M&G AUM fails to meet performance expectations

95.8% deemed to deliver value overall

clock 01 August 2022 • 1 min read
Assessment of Value regime called into question as fund closures remain stagnant

Investment

Assessment of Value regime called into question as fund closures remain stagnant

133 closures in 2021

clock 13 May 2022 • 4 min read
Aviva Investors AoV leads to closure of three funds

Investment

Aviva Investors AoV leads to closure of three funds

Assessment of value report

clock 16 February 2022 • 2 min read
ESG metrics on AoVs: 'Positive and brave' or 'green-value kumbaya'?

Investment

ESG metrics on AoVs: 'Positive and brave' or 'green-value kumbaya'?

Investors' opinions are divided

clock 22 September 2021 • 5 min read
Schroders commits to publishing sustainability data in value assessments

Investment

Schroders commits to publishing sustainability data in value assessments

Next AoV in 2022

clock 13 September 2021 • 2 min read
Two Quilter Investors funds receive low marks in latest value assessment

Investment

Two Quilter Investors funds receive low marks in latest value assessment

13 funds considered amber

clock 02 August 2021 • 3 min read

Investment

Baillie Gifford claims clean bill of health as all funds found to provide value

One fund requires further monitoring

clock 30 July 2021 • 2 min read

Investment

M&G fund value improves but performance concerns persist

M&G Investments second annual AoV published

clock 23 July 2021 • 3 min read

Regulation

FCA value assessment review: An 'uncomfortable read' but unsurprising

‘Too many firms see it as a compliance project’

clock 07 July 2021 • 5 min read
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