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Portfolio advisory changes to certain equity funds have also been announced

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The bank also proposed changes to the investment objectives of two ETFs

  • By: IE Staff
  • August 19, 2021 August 19, 2021
  • 12:17
client meeting

A report for the MFDA uses behavioural insights to recommend expanded cost reporting

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An FCA review has found fund managers' self-assessments are sadly lacking

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At a joint meeting, regulators focused on harmonizing total cost reporting for mutual funds and seg funds

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The fund will now use a proprietary factor model to minimize volatility

  • By: IE Staff
  • May 28, 2021 May 28, 2021
  • 11:09
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The company also announced fee reductions for three other funds

  • By: IE Staff
  • May 13, 2021 May 13, 2021
  • 10:27
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ESMA will focus on fund costs in the year ahead

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Changes to benchmark indexes, subadvisors and investment objectives will take effect in April

  • By: IE Staff
  • January 24, 2020 January 24, 2020
  • 11:33
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AIMA predicts more fund transparency in the years ahead