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Deconstructing the FCA's interim report into the Platform Study

28 Aug 2018 Deconstructing the FCA’s Platform Study Interim Report

The FCA’s interim platform report has already been well and truly thrashed out by trade journals and other research houses. However, we believe that our tools and research are ideal for proactively engaging with the regulator’s long-term objectives and have reviewed the interim report on that basis. But first let’s start with the basics: why, who and what.

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Nucleus aims to float

11 Jul 2018 Nucleus aims to float…

Nucleus has finally confirmed what we’d suspected for sometime: it’s going to float on the London Stock Exchange’s AIM market. Transact was the first to take the plunge on 2nd March and in the same month AJ Bell announced that it was preparing a flotation in late 2018/early 2019. Nucleus’s announcement came on 2nd July, but it’s working to a punchy calendar and plans to have the whole thing tied up by late July, which is pretty fast by anyone’s book. 

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Gatekeepers in 2017 v 2016

25 May 2018 What drove Gatekeepers in 2017?

We compared Gatekeepers in 2017 to 2016 to look for any emerging trends or changing preferences. But it's safe to say that 2017 can be characterised as a year when Gatekeepers continued to stick with big-name funds, despite their non-appearance as top performers. Meanwhile lesser-known funds outperformed, but were unable to get on fund selectors' radars or if they had been noticed, get fund selectors to up their exposure. Fund groups The fund groups with the most selections in 2017 were still the behemoths of the UK industry. Overall, BlackRock was the most popular, leapfrogging Fidelity and Schroders to become the group

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Fundscape Gatekeepers

27 Mar 2018 The trouble with transaction costs (plus the top 20 funds of 2017)

The introduction of transaction cost disclosure was intended to provide greater transparency. However, with an utter disregard for common sense that characterised MiFID2’s generally inglorious introduction, the regulators provided fund managers with two diametrically opposed calculation methodologies. As a result, fund managers, ACDs, data providers and platforms have between them contributed to organisational chaos.

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New technology disruptors in the platform world

17 Nov 2017 New kids on the block in the platform world

After almost two decades of the market being dominated by three or four technology providers, there are several new platform technologies emerging. There’s been a lot of noise about Hubwise and Embark, but Seccl will soon be out there drumming up business too. All of them have the potential to disrupt the platform market. Their competitive advantage lies in the fact that they provide pared down, focused propositions that have none of the legacy technology and inefficiencies in existing technologies.

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Are DB transfers all bad or is there other information we need to consider?

15 Nov 2017 Lies, damn lies and statistics

ISA activity was less pronounced in the third quarter of 2017, with sales dropping to £1.5bn. However, pensions picked up the slack and generated around 70% of platforms’ net flows. This was due to a combination of investors exercising their pension freedom rights and the steady pipeline of DB transfers.

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The popularity of UK All Companies funds in the Gatekeepers analysis.

24 Oct 2017 Cool Britannia

Our Gatekeepers series continues with a review of the UK All Companies sector. View the top ten UK All Companies funds in the second quarter here.

With 225 actively managed funds, the IA UK All Companies sector has been seen as the bellwether for asset allocators looking for broad-based exposure to UK Equities. However, according to the Investment Association, it has been the worst-selling retail sector since 2010 (with the exception of 2013 when sterling corporate bond assumed the mantle).

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The global sector has been popular for over a year. Which funds stand out?

19 Sep 2017 Going Global…

As part of our ongoing Gatekeepers research, we're focusing on a different sector each week. This week it's the global sector, the bestselling sector of the past year.

Adviser portfolios tend to follow asset allocation templates that disaggregate global equities into regional, single-strategy funds, so you would expect the one-stop-shop global equity fund to be a less popular alternative. It’s a surprise therefore to see Global Equity sector consistently topping the sales charts.

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Gatekeepers 2017 report

10 Jul 2017 BEYOND MS15/2.3 – CHALLENGING THE RESEARCH MARKET

Last year, the Gatekeepers report caused a stir in the industry by being the first to shine a light on potential biases in fund ratings. This year’s edition is bigger, better and bolder with a wealth of practical information to help fund managers navigate this challenging post MS15/2.3 market. As well as re-assessing the gatekeeper market, we’ve taken a closer look at the efficacy of active fund management, sorted the really active wheat from the closet-tracking chaff, and looked at the value chain from a regulatory perspective and the potential for further scrutiny and investigation.

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