Fund Boards Council

[EXCERPT] Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting

January 14, 2021 Shiv Taneja & Catherine Battershill
Fund Boards Council
[EXCERPT] Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting
Chapters
Fund Boards Council
[EXCERPT] Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting
Jan 14, 2021
Shiv Taneja & Catherine Battershill

This is a 15 minute excerpt of the Fund Boards Council podcast: Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting
 
 If you're a member of FBC, you can access the full podcast recording in your Member Portal.
 
  About this podcast

With over three quarters of U.K. investors using some form of financial intermediation, in an exclusive survey for FBC, the research consultancy Lang Cat surveyed UK financial advisers and intermediaries on their views of AoV reports, and the extent to which this new regulatory intervention is likely to be useful for their clients. And while this was the last FBC digital meeting for 2020, there’s no rest of fund managers and their boards as many are already starting to work on their Year 2 reports.

Following FBC’s year-long in-depth analysis of the industry’s first round of AoV reports and the intermediary market’s reaction to them, FBC’s Catherine Battershill and Shiv Taneja, Lang Cat’s Mike Barrett and consultant, actuary, iNED and FBC member Brandon Horwitz discussed what lessons has the first year yielded and what else should fund boards be considering for their reports in Year 2.

Show Notes

This is a 15 minute excerpt of the Fund Boards Council podcast: Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting
 
 If you're a member of FBC, you can access the full podcast recording in your Member Portal.
 
  About this podcast

With over three quarters of U.K. investors using some form of financial intermediation, in an exclusive survey for FBC, the research consultancy Lang Cat surveyed UK financial advisers and intermediaries on their views of AoV reports, and the extent to which this new regulatory intervention is likely to be useful for their clients. And while this was the last FBC digital meeting for 2020, there’s no rest of fund managers and their boards as many are already starting to work on their Year 2 reports.

Following FBC’s year-long in-depth analysis of the industry’s first round of AoV reports and the intermediary market’s reaction to them, FBC’s Catherine Battershill and Shiv Taneja, Lang Cat’s Mike Barrett and consultant, actuary, iNED and FBC member Brandon Horwitz discussed what lessons has the first year yielded and what else should fund boards be considering for their reports in Year 2.