- 7IM partners with Brooks Macdonald to offer MPS rangeson September 18, 2024 at 1:59 pm
7IM and Brooks Macdonald have partnered to offer BM’s managed portfolio service (MPS) ranges through the 7IM retirement income solution (RIS) on its platform.
- UK investment management industry AUM recovers to £9.1trnon August 2, 2024 at 12:27 pm
The amount of assets managed by the UK's investment management industry bounced back to a total of £9.1trn in 2023, up from £8.8trn a year before.
- A passive decade: Only 35% of active funds outperform tracker alternative over ten yearson August 1, 2024 at 11:14 am
Just over a third (35%) of active equity funds have managed to beat the average passive alternative in their sector so far this year, down from 56% in 2021.
- Policymakers urged to implement framework to address active and passive index investing bluron July 30, 2024 at 11:56 am
The CFA Institute has called on policymakers and firms to implement a framework designed to fix confusion caused by increasingly active index-based investment strategies.
- Premier Miton embarks on Managed Portfolio Service ventureon July 12, 2024 at 12:02 pm
Premier Miton has launched a managed portfolio service, in an attempt to gain a piece of the growing model portfolio services (MPS) market.
- Lombard Odier IM opens DataEdge alternatives strategy to external investorson July 9, 2024 at 10:37 am
Lombard Odier Investment Managers has opened its DataEdge equity market neutral strategy to external investors through a UCITS structure.
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.
- AJ Bell replaces Whitmore fund with Man Group GLG Income strategy in MPS rangeon May 16, 2024 at 7:27 am
AJ Bell has replaced Ben Whitmore’s Jupiter UK Special Situations fund in its active and ‘pactive’ MPS ranges with Henry Dixon’s Man Group GLG Income strategy.
- LGIM partners with advice firm Apollo IM to provide tailored model portfolioson April 30, 2024 at 2:00 pm
Legal & General Investment Management has revealed a model portfolio service partnership with investment consultancy and advice firm Apollo Investment Management (AIM).
- RSMR launches Passive Plus MPS range with five portfolios to marketon February 29, 2024 at 1:51 pm
Ratings agency RSMR has launched its Passive Plus managed portfolio service range aimed at advisers who prefer the simplicity and charging structure of passive funds.
- FCA private markets review raises valuation concernson March 5, 2025 at 12:05 pm
Private markets firms need to better manage the process they use to value assets, according to a review of the sector by the Financial Conduct Authority.
- Lords committee to publish report into FCA name and shame 'shortly'on January 23, 2025 at 8:07 am
The Lords Financial Services Regulation Committee (FSRC) is expected to produce its report on the Financial Conduct Authority's (FCA) name and shame proposals “shortly”, committee chair Lord […]
- Outlook 2025: More regulation overhaul expected from FCA and the Treasuryon December 17, 2024 at 11:12 am
In this video, Special Projects Editor Cristian Angeloni recaps the key regulatory events that have shaped 2024 and their impact on the industry, as well as what to expect from the Financial Conduct […]
- FCA softens enforcement approach following backlashon November 28, 2024 at 11:35 am
The Financial Conduct Authority has sought to ease concerns regarding its enforcement investigations following industry backlash earlier this year, by committing to taking the interests of firms […]
- MainStreet Partners launches SDR due diligence tool for fund buyerson June 14, 2024 at 12:04 pm
MainStreet Partners have launched a tool to help fund buyers verify compliance with the Financial Conduct Authority's Sustainability Disclosure Requirements ahead of the rules coming into effect in […]
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.
- Deep Dive: Consumer Duty is already improving standards but challenges remainon May 31, 2024 at 10:22 am
After ten months since the Consumer Duty came into force, the regulation has already started changing the way the asset management industry relates to and considers consumers.
- Asset managers face SDR implementation challenges as deadlines approachon May 30, 2024 at 10:56 am
Asset managers are facing several implementation challenges in their efforts to comply with the upcoming Sustainability Disclosure Requirements and its fund labels.
- The existential threat at the heart of Britain's biggest wealth manageron May 15, 2024 at 7:50 am
St James’s Place, Britain’s biggest wealth manager, was promoted to the FTSE 100 for the first time almost exactly ten years ago.
- 'Crucial' SDR extension to portfolio management will ensure 'uniform standard' for the sectoron April 23, 2024 at 2:56 pm
The Financial Conduct Authority’s plan to include portfolio management in the remit of the Sustainable Disclosure Requirements has been described as a “crucial” step for inclusion and the […]
