To help trustees and governance professionals.
The landscape for cost and charge discovery is rapidly changing for the better due to factors such as improving investor awareness, calls for increased cost transparency by industry bodies, regulatory and market initiatives and pressure to reduce pension fund deficits. The recent Asset Management Market Study – Interim report by the Financial Conduct Authority (FCA) and the potential impact it could have on institutional investors and their future governance arrangements is a good case in point.
The purpose of this guide is to assist the governance process in measuring and managing transaction costs, pooled fund costs and segregated mandate costs. The guide has been written in collaboration with Sunil Chadda, an experienced investment costs specialist and we believe it is the most comprehensive and detailed guide to investment costs and Value for Money available in the UK today.
- Typical sources of investment costs for pension funds and other asset owners
- How to evaluate Value for Money
- Use the CLERUS self-assessment Check List to gauge the potential for hidden, or excess, investment costs in your fund
- Get key insights and practical examples of where to find costs and charges
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