PA ANALYSIS a year of evolution for the ima
So far, 2014 has proven to be one of the Investment Management Association’s most eventful years.
So far, 2014 has proven to be one of the Investment Management Association’s most eventful years.
The Investment Management Association and the Association of British Insurers Investment Affairs arm are set to complete their merger on 30 June and will become The Investment Association.
After 15 years at the association, Julie Patterson is taking on a new role as director at KPMG.
The IMA’s pounds and pence single fee plan has been formally ratified by the Financial Reporting Council.
The IMA has given a thumbs up to the revised MiFID rules, though stressed is doubtful whether they will ensure efficiency and free and fair competition.
IMA chief Daniel Godfrey talks of increasing the association’s “clout and credibility”, but what difference its tie up with the ABI will make to its aims remains to be seen.
UK equity funds proved to be the best-selling for the fourth consecutive month with net retail sales of £555m.
The fund will now be categorised under the IMA UK All Companies sector from 31 March.
The lure of gold is as ancient as Greek mythology itself, but not always has this commodity given investors the Midas touch.
The IMA's eight-point framework represents a near-consensus view of the sector but several issues require a closer look.
The IMA has published its eight-point plan on the use of dealing commission to purchase investment research.
A look at the IMA’s UK retail figures over the last three years and one year has thrown up some interesting stories. Sadly, very few of the groups involved have been keen on getting involved in justifying their flows from either perspective.