Category: Fund Management

IFPR Implementation and Preparing for the FCA’s ICARA Reviews

Two years after the IFPR implementation in December 2022, the FCA expects that firms in scope have implemented all the requirements and are able to demonstrate correct understanding of risks and consequently, calculate the ICARA capital requirements. Yet, the FCA still finds that some firms are misinterpreting the ICARA approach and haven’t developed sufficient liquidity […]

The evolving position of the Investment Performance Measurement

By: Bill Humphreys The role and position of Performance Measurement in the Asset Management In many asset management businesses Performance Measurement (and attribution) has been hidden in the middle or back office departments and isolated from the investment process itself. Some asset managers rationalize this by saying that the function needs to be totally independent […]

European UCITS through the roof

By: AssetServicingTimes.com The European investment fund industry saw a surge in demand for UCITS in Q1 of 2014 with the total rising to €148 billion, according to statistics from the European Fund and Asset Management Association (EFAMA). This marks the largest quarterly net inflow since Q1 of 2006 and is a stark contrast when compared […]