Assessment of Value White Paper
Take a closer look at whether UK Authorised Fund Manager boards are meeting the expectations of the Financial Conduct Authority in proving value for investors.
Assessment of Value White Paper
In 2018, the FCA introduced new rules requiring UK authorised fund managers (AFMs) to review the value that their authorised open-ended collective investment funds deliver to investors.
From the resulting set of measures, the term ‘Assessment of Value’ (AoV) was born, which required AFMs to produce AoV reports on an annual basis to demonstrate to investors the value that funds offer, beyond performance and greater disclosure of costs.
This FE fundinfo white paper addresses some of the common questions that we have seen in the market and takes a closer look at how some fund groups have responded.
Contents
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Who is affected?
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What are Assessment of Value reports?
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Why were Assessment of Value reports introduced?
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Reporting requirements
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Industry response
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A closer look at what has been published so far
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Next steps: The road to best practice
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