Costs and Charges
Costs and Chargeszoe.spencerFri 10/05/2019 - 12:39Costs and charges disclosure features high on the regulatory agenda in both the UK and across Europe. The Investment Association and the firms it...
View ArticleTransaction cost disclosure
Transaction cost disclosurezoe.spencerFri 10/05/2019 - 12:56Transaction cost disclousre in DC workplace pensionsSince April 2015, the governance bodies of defined contribution workplace pensions have...
View ArticlePublic Register Terms & Conditions
Public Register Terms & ConditionsmoorewilsonMon 13/05/2019 - 16:35The public register (“Public Register”) is being made available to the general public for information purposes only. The Public...
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Data Tariff
Data Tariffzoe.spencerMon 20/05/2019 - 08:53Non-IA members can buy historical publicly available and non-publicly available data. To buy data, email our Statistics team on stats@theia.org. Single...
View ArticleOxera report
Oxera reportzoe.spencerWed 29/05/2019 - 14:04The contribution of asset management to the UK economy Economic consultants Oxera published an independent report, commissioned by the Investment...
View ArticleStewardship survey
Stewardship surveyzoe.spencerWed 29/05/2019 - 15:10Stewardship in PracticeThe IA Stewardship Survey 2018 outlines the stewardship activities of IA members with respect to UK companies as of 30 June...
View ArticleNew to Investing
New to Investingzoe.spencerWed 29/05/2019 - 15:57New to Investing?While saving is about putting money aside for a rainy day, investing is about growing our money to achieve important goals in our life....
View ArticleTraining Library
Training LibrarymoorewilsonThu 30/05/2019 - 14:50 What are the HR Implications of SM&CR? Read more Regulatory References Read more Regulatory expectations in relation to whistleblowing Read more...
View ArticleInvestments and capital markets
Investments and capital marketszoe.spencerThu 30/05/2019 - 22:12REDEMPTION AND CANCELLATION OF IRREDEEMABLE PREFERENCE SHARESGuidelines (February 2019)Last LookPosition Paper (February 2018)MIFID IIThe...
View ArticleETFs set for inclusion in the IA sectors
ETFs set for inclusion in the IA sectorsThursday 23 May 2019The Investment Association (IA) has today given the green light for exchange traded funds (ETFs) to join the IA sectors.Savers and their...
View ArticleShareholders call for greater transparency on dividends
Shareholders call for greater transparency on dividendsSaturday 25 May 2019The Investment Association (IA) is today calling for companies to improve the transparency of their approach to paying...
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ISA season brings savers back to the fund market
ISA season brings savers back to the fund marketThursday 6 June 2019The Investment Association (IA), the trade body that represents UK asset managers, has today published figures on how savers invested...
View ArticleUK Equity Income Yields
UK Equity Income Yieldszoe.spencerThu 06/06/2019 - 09:50UK Equity Income Yields In July 2010 the Investment Association combined the UK Equity Income and UK Equity Income and Growth sectors into the UK...
View ArticleGlobal Equity Income yields
Global Equity Income yieldszoe.spencerThu 06/06/2019 - 09:56Global Equity Income yields In January 2011 the Investment Association created the Global Equity Income sector and also decided to publish...
View ArticleIA comment on fund suspension & use of illiquid assets in open ended funds
IA comment on fund suspension & use of illiquid assets in open ended fundsThe Investment Association (IA), the trade body that represents UK asset managers, comments on fund suspension and the use...
View ArticleThe FX Global Code
The FX Global Codezoe.spencerTue 11/06/2019 - 11:43The FX Global Code The FX Global Code was developed by what is described as a partnership between central banks and Market Participants from 16...
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The ESG Global Survey 2019
The ESG Global Survey 2019haneen.ahmed@t…Wed 12/06/2019 - 11:35https://securities.bnpparibas.com/global-esg-survey.html
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UK investment platforms: sharpening the competition among asset managers
UK investment platforms: sharpening the competition among asset managershaneen.ahmed@t…Wed 12/06/2019 - 11:57https://securities.bnpparibas.com/insights/uk-investment-platforms.html
View ArticleIA launches diversity drive to help increase black investment managers
IA launches diversity drive to help increase black investment managersThe Investment Association (IA) has today published a landmark report into the experiences of black professionals working in the...
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