Ros Altmann

Could one spreadsheet column solve the cost disclosure crisis for trusts?

Gravis’s Bill MacLeod explains how a FinDaTex tweak could prevent double-counting of investment company costs

February 26, 2024

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Portfolio Adviser is a monthly news magazine and daily news web site aimed at wealth managers , investment IFAs and other professional fund pickers and asset allocators in the UK and Channel Islands. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.

Ros Altmann

Could one spreadsheet column solve the cost disclosure crisis for trusts?

Ready to rethink your portfolio? Putting cash to work with bond ETFs